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Feedback - Sales CRM (Sell)

Share your feedback, ideas and experiences related to the use of Sales CRM (Sell).

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      Create contact button, in the search field which takes over the search input directly.
      If a name is entered, that somewhere in the result window a "create contact / lead / company" is and there the search in...

      Gepostet 11. Juni 2021 · Tim Schmidt

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      ZD Support App Improvement for ZD Sell
      Hello, Please add the option to create a new contact through the support app if there is a contact that is similar. To e...

      Gepostet 21. Juni 2021 · Jay Clementson

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      Set default account currency as the first currency to choose from when adding products to deals
      I have a Product Catalog with multiple currencies and when adding products to deals, I need to select the desired curren...

      Gepostet 15. Juli 2021 · Iulia David

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      Database Credentials
      Hi guys, If we had the database credentials, so we can connect Google Data Studio to our own DB, we could build a dashbo...

      Gepostet 10. Juni 2021 · Alex Burlacu

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      Handling levels of data access
      Ideally we want Zendesk to be a central source for information required for sales and support through a customer journey...

      Gepostet 22. Juni 2021 · Chris Pearce

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      Multi Select to define within Customized Deals Admin to associate pipeline(s) with respect to "Additional Fields".
      Would like to be able to have ability to enable multiple Pipelines that may/may not share custom field between one, some...

      Gepostet 26. Juli 2021 · Rob Herrmann

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      Contacts Map View - Many Customers Not Showing
      I am using the desktop and mobile App.
      Only 23% of my Contacts are showing on Map view on ...

      Gepostet 20. Juli 2021 · John Andrews

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      WHMCS Billing integration with Zendesk Sell
      Hey there, I'm wondering if you have any plans to integrate WHMCS billing with Zendesk Sell? Right now we have a lot of ...

      Gepostet 03. Juni 2021 · Lauren Hanks

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      Add feature to link one deal to another
      I would like to have a field such as "associated deal" where I could choose from the deals list and link one deal to ano...

      Gepostet 15. Juni 2021 · Iulia David

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      Defaulting Smartlist Views to the Working Center
      Hello, ZD Support already mentioned this wasn't on the road map, but I wanted to reach out still. Right now, if you are ...

      Gepostet 20. Juli 2021 · Jay Clementson

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