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Shaun Chapman's Avatar

Shaun Chapman

Joined Jul 07, 2022

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Last activity Jul 07, 2022

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ACTIVITY OVERVIEW

Latest activity by Shaun Chapman

Shaun Chapman commented,

Community comment Feedback - Sales CRM (Sell)

Wojciech Smajda 8–24h seems a long time to wait in order to have accurate reports. Maybe there could be a way to refresh a specific report? 15–30 mins would be reasonable, but 8–24h seems way too long.

View comment · Posted Jul 07, 2022 · Shaun Chapman

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Shaun Chapman commented,

Community comment Feedback - Sales CRM (Sell)

I second this. Sometimes it would be better for the email to be sent at 8am the next day instead of at 10pm when I'm writing the email.

View comment · Edited Jul 07, 2022 · Shaun Chapman

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Shaun Chapman created a post,

Post Feedback - Sales CRM (Sell)

Great product. I am evaluating Sell and noticed a few small things:

  • Seems odd that people and companies are in the same list on the Contacts page
  • I wish there was a way to see all deals on the pipeline regardless of stage on the same screen without needing to click on each stage (i.e. as cards in a kanban view instead of table rows/columns) for a high-level view.
  • The Reach icons on the Lead/Contact form are a great way for Zendesk to upsell that feature, which admittedly looks useful, but I'm not currently interested in it. It's kind of annoying to see those icons and suggestions and I wish there was an option to turn it off. It's distracting every time I create a lead.
  • It seems odd for the subscriptions feature but not the products feature to be included on the Team plan as those features seem to go hand-in-hand, i.e. tracking the value of deals, forecasting revenue, etc.
  • Nitpicky gripe: the labels of some fields on the left side of the Lead/Contact page, e.g. "status", "added on", and "source" are lowercase, which is fine, but it looks strange alongside any custom fields that use title or sentence case. If I change the custom fields to lowercase in Settings, they then look strange alongside the other fields on the Lead/Contact form. Either way I have lowercase mixed with title/sentence case which looks disorganized.
  • Super nitpicky gripe: Clicking on some of the nav items on the Settings page, specifically "Users", "Plans and pricing", and "API", take you to a whole separate page without the nav sidebar, which is jarring.

Edited Jul 07, 2022 · Shaun Chapman

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