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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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      Being able to create @ Groups for different departments
      This would be helpful when deals are in certain stages through the pipeline and when you need to update certain team mem...

      Posted Feb 17, 2021 · Shannon Simmons

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      Color Differentiation on Calendar to separate appointments between Users
      My company currently uses Google Calendar integrated into Zendesk Sell. In the Google Calendar, each of our users/salesm...

      Posted Feb 23, 2021 · Emily Guererri

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      Dashboards - Widgets
      Hi, As a new organisation to Zendesk Sell there are some very annoying limitations to the Dashboards. Required enhancem...

      Posted Jan 19, 2021 · David Marchant

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      Enhance Product Library Coding
      Need to have multiple independent descriptive code fields to manage variations in products. Code 1: Product Code 2: O...

      Posted Jan 21, 2021 · Rob Herrmann

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      Favoriting Calls
      You can favorite notes but it would be nice to also favorite calls that have been logged that include important notes.

      Posted Feb 17, 2021 · Kyle Pierce

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      Ability to attach a file to a task in Zendesk Sell
      Would love the ability to attach a file to a task in ZD sell. Scenario: we have a sales rep who uploads pics/docs relati...

      Posted Mar 02, 2021 · Allison Hall

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      Sell: Days Since Last Communication Should Reset with Support Communication
      Hello, I am seeing that communication through Support does not factor in DAYS SINCE LAST COMMUNICATION (DSLC) in Sell.  ...

      Posted Feb 04, 2021 · Rodger Bradford

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      Sell Smart Lists don't refresh when a lead is submitted via the Lead Capture Form
      Smart Lists do not refresh to reflect a new lead when a lead is submitted by way of the Lead Capture Form.   I spoke wit...

      Posted Feb 24, 2021 · Alex Treneff

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      Change Owner via Dropdown
      It would be nice to be able to change the owner of any lead, deal or contact via a dropdown for all active users. Rather...

      Posted Feb 17, 2021 · Kyle Pierce

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      Tasks - Can they be always created at the same time of the day?
      Hello, Is it possible to set a fix time of the day (for example 8am) when Zendesk Sell users create tasks? Since sales ...

      Posted Mar 08, 2021 · WhatsApp Connector

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