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Ivan

Joined May 13, 2021

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Last activity Oct 25, 2021

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Latest activity by Ivan

Ivan commented,

CommentImporting and exporting in Sell

And another question - why when I manually merge leads then duplicate field ("reg_type" for example) will be created in format "Reg type #1". But when I manually merge contacts then same field will be created in format "reg_type#1"?

View comment · Posted Jul 28, 2021 · Ivan

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Ivan commented,

CommentImporting and exporting in Sell

Hello! I set duplicate strategy by  email and phone (but phone can be empty). And it's working fine for contacts or for converting leads to contacts.

But it doesn't work for leads. So if I have 2 leads with the same email+phone it will be 2 separate leads. Even if I have 2 leads with the same email+phone+name it won't be merged. 

Why it's not working for leads? Or it's ok and should work only for converting leads and contacts?

View comment · Posted Jul 26, 2021 · Ivan

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Ivan commented,

CommentSell basics

Hello! Can I use these custom fields in Explore chart based on Sell dataset? I created them in Sell, use them in Sell Reports, but they doesn't appear in Explore charts!

View comment · Posted Jun 16, 2021 · Ivan

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Ivan commented,

CommentBuilding reports

Hello!

Can I use a Sell Contact's custom fields in Explore? In Sell reports I see all these fields, but in Explore (using Sell dataset) I see only standard fields and no one of my custom:

View comment · Posted Jun 16, 2021 · Ivan

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Ivan commented,

CommentWorking with deals

Another question for this case. If I have a lot of deals in first stage and I want to add a stage before first, how can I do it. If I just rename my actual first stage, so all my deals become with wrong stage!

View comment · Posted Jun 09, 2021 · Ivan

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Ivan commented,

CommentWorking with leads and contacts

As you say: Sell creates a new custom field called Email#1. But can I then search by this new custom field? I tried to find contacts with some email and requested https://api.getbase.com/v2/contacts?custom_fields[Email#1]=some_email, but it show me all data. 

UPDATE - RESOLVED

I forgot about url encoding. When I request https://api.getbase.com/v2/contacts?customfields%5BEmail%231%5D=some_email

all works fine!

View comment · Posted Apr 26, 2021 · Ivan

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