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Suggestion: Adding Notes on Leads, Contacts and Deals from list view in Zendesk Sell



Posted Jun 01, 2022

It would be great if we could add notes to leads, contacts and deals directly through the list view. Currently, if we're updating notes on several deals, we need to click on the deal, write the note, go back to our list, and rinse and repeat. It's a bit time consuming when we need to update multiple things at one go, usually at the end of the month.

Something like a small popup window to add a "Quick Note" without having to actually open the lead, contact or deal. Or even being able to add the same note to multiple items in a list. 

 


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Nicole Saunders

Zendesk Community Manager

Thanks for sharing this feedback, Nicholas. 

If others like Nicholas' idea or have similar needs, please be sure to up-vote his post, and share any additional thoughts in the comments below. 

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