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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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      Sell: adding features re Dashboard tags filtering and Adding new records by email
      Hi there, Recently had a talk with Sell support reps and found out that 2 of these features which are demanded by our S...

      Gepostet 15. Sept. 2021 · Oleg S

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      Change "contact" customer status when the status of the associated "company" changes
      Hi, We are updating our "customer statuses" via an API and noticed that the corresponding contacts, associated to those...

      Gepostet 16. März 2021 · Walter Renkema

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      Obtain SOC 1 or 2 coverage on Zendesk Sell
      What is the problem? ZD sell is considered an in-scope SOX system for us and thus our auditors require that we receive...

      Gepostet 04. Jan. 2021 · Jorge Vargas Telles

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      High Importance Tasks
      To differentiate normal tasks to high importance tasks, there should be the ability to view these tasks differently from...

      Gepostet 01. Sept. 2021 · Dan Middle

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      Data Merge with Custom Fields
      Feature Request Summary:  Coming from Pipedrive, I could it incrediblely useful that custom fields were able to be {{Me...

      Gepostet 21. Aug. 2021 · Benjamin Farkas

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      The new "upgrade" of the ZD page
      I'm not a big fan of the changes that I was forced to accept today. Advertised is the wider screen. by moving the task ...

      Gepostet 02. Sept. 2021 · Tony Vaca

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      Stage downgrade action should trigger a question - reason for downgrade?
      A feature where when a Sales Rep downgrades a deal from a particular stage a question must be raised and the response mu...

      Gepostet 05. Okt. 2021 · Sam Livingstone

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      Stop icon for stopping mass email to be sent
      The icon would be very useful when sending bulk emails by mistake or there is a serious mistake in the content. It can m...

      Gepostet 19. März 2021 · Ted Feng

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      Automate & schedule Smart List Exports
      Please consider adding the ability to automate smart list export to run on a regular schedule (e.g., every day at 5 pm)....

      Gepostet 18. März 2021 · Stephanie Church

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      email templates not appearing on android mobile app
      email templates do appear on apple mobile app, but it does not appear on Android mobile phone and tablet app. Any workar...

      Gepostet 11. Okt. 2021 · Ricky canley

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