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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 - when converting lead to contact, the notes should go to contact, not to deal
      We have a lead, and notes on the lead. During conversion (lead to contact) for some reason the notes goes to new deal, a...

      Gepostet 26. Jan. 2021 · Krzysztof Kaczmarek

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      Standardize data format for standard and custom fields in Sell
      Unable to force standardization across data in Sell - We want to use Sell as source of truth for customer data but there...

      Gepostet 11. Jan. 2021 · Miki Yoshida

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      Improve custom field value editing options
      This is related to Adam Witek's post in the Q&A section:  https://support.zendesk.com/hc/en-us/community/posts/360052111...

      Gepostet 08. Jan. 2021 · Stephanie Church

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      Ability to restrict access to particular contacts or deals
      We allow all users to view all contacts and deals.  However, there are some large customers with whom we have signed con...

      Gepostet 19. Jan. 2021 · Stephanie Church

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      Calendar Optimization for tasks
      Hi, our team utilizes Zendesk sell and relies heavily on utilizing tasks for completing work with Sell. Is there a way y...

      Gepostet 06. Jan. 2021 · Ron Parisi

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      Enable Distinct Product Catalogues by Pipelines.
      Currently we must have a single Product Catalogue that is exposed to all Pipelines.  Would be nice to filter the Product...

      Gepostet 25. Jan. 2021 · Rob Herrmann

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      Log the user who did an action in FireHose API
      What is the problem? We submitted this ticket where we confirmed we're not receiving the user_id for every interaction...

      Gepostet 04. Jan. 2021 · Jorge Vargas Telles

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      Separate SSO settings to each Zendesk product.
      What is the problem? We can't enable SSO to Zendesk Sell without impacting our others Zendesk Products as well. Why ...

      Gepostet 04. Jan. 2021 · Jorge Vargas Telles

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      Create a way to manage churn in Sell
      I would love to see a way that we can manage churn in Zendesk Sell.Especially for subscription based businesses, managin...

      Gepostet 08. Jan. 2021 · Walter Renkema

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      What's new in Zendesk - January 2021 product updates
      Check out the latest from Zendesk in our monthly roundup of product updates:  What's new in Zendesk: January 2021

      Gepostet 21. Jan. 2021 · Brett Bowser

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