Creating and managing custom fields in Sell

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9 Comments

  • Andrej Zohar

    For ZenSell, it would be perhaps good to establish additional field, subtype of Number - currency. On the report, where it is being used, than it should be available also checkmark "Sum" as it is with revenue

    Also, Revenue is one thing, but Margin is what we live on and that field is really missing

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  • Katie Dougherty
    Zendesk Community Team

    Hi Andrej! Thank you for reaching out! You are describing calculated fields which are not yet a feature in Zendesk Sell.

    In the meantime, you can use other field types of Custom Fields (besides checkbox) to filter reports and build smart lists. You can export theses lists to complete quick calculations. (https://support.zendesk.com/hc/en-us/articles/360041516613-Exporting-a-smart-list)

    Another workaround is to use our API or Zapier, our third-party integration provider, to update information in a Google Spreadsheet, complete calculations, and fill out entries in a custom field for Sell. This is a common workaround for accounts that want a custom field for "Commission per Deal". They pull the Deal Value from Sell into a spreadsheet, update and calculate fields in a Google Sheet, and return that value to a Custom Field in Sell. (https://zapier.com/apps/zendesk-sell/integrations/google-sheets)

    That being said, I would be happy to pass your feedback to the appropriate Product Team :) They will review your request, evaluate how easily it can be added to our product roadmap, and see if other accounts share the same request! I apologize that we do not have this functionality at this time, and thank you for taking the time to provide us with this feedback so we can work on improving this area of Sell.

    Best, 

    Katie

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  • Andrej Zohar

    Hi.

    Actually, calculated field (margin as % of revenue) was beyond my wish.

    For the begining, simple currency  format and ability to use in report would be just fine. :O

    Andrej

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  • Katie Dougherty
    Zendesk Community Team

    Hi Andrej!

    Understood :) We will be sure to pass your message to our Product Team! Thank you for taking the time to share this feedback.

     

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  • Michael Murphy

    I agree, this would be highly desired functionality.  I've just migrated from Monday and it's a big miss, IMO.

     

    In my case, I'm running a beverage manufacturing pipeline.  The $ value of my deals are based on:

    - Estimate of how many cans of a beverage we will produce for a client annually

    - Estimate $ charge per can

    The deal $ value is calculated by multiplying those together.  And those numbers fluctuate frequently as we work to closure.  So, I have to update 3 fields manually every time I have a call with a client.  

     

    Another big issue is that your custom number fields are integer-only.  So, I can't keep track of pennies.  For instance, $ charge per can may be $0.113/can.  I'm forced to represent this as 113 in Zendesk, which quite suboptimal.  

     

     

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  • Katie Dougherty
    Zendesk Community Team

    Hi Michael,

    Thank you for your feedback! As mentioned above, the ideal solution would be to have a currency field in Sell where you can have currency values and decimals included in the field (and be able to calculate the field). I agree that it would be a great addition to Sell and I will be sure to pass this feedback to our Product Team!

    In the meantime, you can also use a Google sheet to calculate fields and set up a Zap to automatically fill out those values in custom fields in your Sell account. Or you can track this information in custom fields with the type "single line text" so that you can include other characters.

     

    Best, 

    Katie

     

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  • Michael Murphy

    Thanks Katie!  Great workarounds.  I hadn't considered that Zap would work with you, but I'm going to give it a shot!

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  • Greg Green

    I have set up a number of custom fields and have ticked the box for them to be transferred to the deal, person and company. However, I am noticing that when I do convert to a deal, the transfer is not happening. Please advise. 

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  • Katie Dougherty
    Zendesk Community Team

    Hi Greg Green,

    I would suggest reaching out to our Customer Support Team or I would be happy to create a ticket on your behalf so we can investigate specific examples in your account! We will also need further clarification into whether the custom field on the lead is transferring to just the deal? the person? the person and company but not the deal? or not transferring at all? 

    In the meantime, please note that you must click Convert on the lead that already contains the custom field you want to transfer. You should then create a Contact/Company and a Deal at the same time of conversion. If you just convert a lead to a person or company and uncheck the box next to, Create a deal for this converted lead, the custom field will not transfer to the deal. 

    Looking forward to hearing from you! 

     

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