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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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      Allow exports of user data
      It would be very useful to export lists of Sell users with their e-mail addresses and roles (much like a smart list expo...

      Publicado 01 de fev. de 2021 · Stephanie Church

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      SELL feature request: Removing tasks no longer needed
      If you have automated tasks triggered when you move into a deal stage (ex: stage 1 - set up 3 tasks for client follow up...

      Publicado 28 de jan. de 2021 · MakerKids Leaside Support

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      Adding support agents who are non sell users as collaborators
      For the business type we have and how we are looking to progress with our support and sell systems, it would be great fo...

      Publicado 19 de ago. de 2021 · Ria Harris

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      Google Docs {{Merge}} Fields
      Feature Request Summary:  We all create a lot of documents. There are of course many solutions for this, such as Pandad...

      Publicado 21 de ago. de 2021 · Benjamin Farkas

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      Email response notifications (Zendesk Sell)
      I know for Zendesk support, there is a way to get notified via email of someone responding to an email that you sent fro...

      Publicado 20 de ago. de 2021 · Team OMG

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      "Or" filtering in Smart Lists using multiple fields
      Our users have requested the ability to apply "OR" filters using multiple fields on Smart Lists.  For example, Last Acti...

      Publicado 16 de fev. de 2021 · Stephanie Church

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      Provide mechanism to clear values in custom fields using an import
      The import tool currently ignores empty values, leaving existing data intact.  The only way to clear values is through t...

      Publicado 24 de fev. de 2021 · Stephanie Church

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      Add unqualified_reason_id to Deal firehose API
      Feature Request Summary:  Zendesk Sell deals firehose API endpoint should have every field that the Core API deals endp...

      Publicado 20 de ago. de 2021 · Emily Prachnau

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      Folder Structure for Email Templates
      Feature Request Summary:  Since the users compose email templates, are also bundled with Lead Sequences templates, it w...

      Publicado 21 de ago. de 2021 · Benjamin Farkas

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      AutoDialer Speed Control
      In Support, you can control the speed whereby the agent returns online. In the Zendesk Sell autodialer, the autodialer s...

      Publicado 15 de mar. de 2021 · sholto ramsay

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