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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...

      Publicado 17 de fev. de 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...

      Publicado 23 de fev. de 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...

      Publicado 19 de jan. de 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...

      Publicado 21 de jan. de 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.

      Publicado 17 de fev. de 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...

      Publicado 02 de mar. de 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.  ...

      Publicado 04 de fev. de 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...

      Publicado 24 de fev. de 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...

      Publicado 17 de fev. de 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 ...

      Publicado 08 de mar. de 2021 · WhatsApp Connector

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