Stephanie Church

Support offers side-loading on various endpoints.  (Many thanks to Nathan Purcell for his post that taught me about side-loading.)

Please add side-loading to Sell endpoints.  We could eliminate thousands of calls to Core APIs if side-loading of user data related to deals, contacts and visits was available.

We had this issue too.  We could not find a way around it and had to stop using aliases for our Sell users, which has caused great confusion amongst our users. It's been a frustrating few months.

The comments in this support article pointed us in that direction:  https://support.zendesk.com/hc/en-us/articles/4408823174042-When-I-try-to-Sign-in-with-Microsoft-I-am-getting-a-Cannot-Authenticate-error-message.  

This would be a great and much needed feature.

I agree, Marc.  This would be a very useful feature.

My sales management team asked me again about this feature today.  Please consider adding it to the Sell product roadmap.

Thanks, Jakub.  We'd love to have the option to have admins manage the notifications and e-mail visibility, or at least set a company selected default.  Our users are not all compute savvy, and it takes a lot of our time to work with them each individually to get their settings correct.  Most of them find it confusing that I can't just do it for them.  Any chance of getting that on the roadmap?

Stephanie

Hi Jakub, 

We would want the dashboards/reports to appear native to Sell, even if they were actually generated through Explore.  It seems complicated for our users to need to use two applications to manage their Sell data, and that would be a barrier to adoption.

Further, most of our Sell users do not have Support accounts.  My understanding is that Support accounts are required to use Explore.  

There are other user settings beyond dashboards that we would like to be able to administer through sell - specifically notifications and e-mail syncing.  Is there anything on the Sell roadmap for enhancing the Administrator capabilities within Sell?

Thanks for your input!

Stephanie

Dashboards would be created for specific functional roles.  We have two sales teams that have different sales cycles.  One is more transactional based and makes regular visits to customers on a schedule.  Their dashboards would be focused on visit schedules and promotions, which we manage through custom fields and contacts smart lists.  The other sales team is more focused on capital sales.  Their dashboards would include more deal smart lists, as well as contacts smart lists for managing customer interactions.  Our managers and AR team need to review & approve deals and some contacts changes - those teams need dashboards to manage that review process.  The managers dashboards would also include the widgets used by their sales teams.  With over 100 users, it is impossible to work with each individual user to help them configure their dashboards.  They become less efficient because they need to "take the long way around" to navigate through the software instead of having well organized dashboards.   Does that help?

I agree, Mandy.  Our users expect that the admins can adjust their settings (as well smart list views and dashboards).  It would be much easier if we could change their settings for them to improve consistency and increase adoption.

Hi Susan,

I haven't figured it out either.  I'd appreciate if you'd share how you did it.  Thanks!

Stephanie