Nate Brown
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Last activity
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Activity overview
Latest activity by Nate Brown-
Nate Brown commented,
Hi there! Ryo- While you can reuse email templates included in older sequences, I'm afraid there is no way to duplicate an entire sequence in Sell! For now, you will need to arrange the existing t...
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Nate Brown commented,
Hi there, I reached out to our team of developers about your questions and they let me know the following: We have recently updated the way Exchange online connects from legacy authentication to O...
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Nate Brown created an article,
Can I export calls from Sell?
Question How do I export call log data from Sell? Can I use the API to export details of a call, such as call outcomes? Answer Call information is not included in a full account export or a smart ...
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Nate Brown commented,
Hi Yu, Good question! I'm afraid you cannot reorder how Sell shows the first and last names of leads and contacts. For this reason, your best option will be to import the family name in the first ...
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Nate Brown commented,
Hi there! Each time you convert a lead, whether or not you associate a deal right at the time of conversion, you are turning that lead into a contact. This contact may then be associated with one ...
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Nate Brown commented,
Hi Paul, The Call via Desktop App allows you to dial using your computer's default calling app. It is important to note that whatever calling app you are looking to use will have to be set as the ...
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Nate Brown commented,
Hi William! If you integrate the same email for multiple users, you will not be able to know who sent which email, and therefore will not be able to get accurate reporting on email activity by use...
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Nate Brown commented,
Hi Mandy! Thanks your post! I'm afraid you will only be able to log visits from the mobile app. That said, if you are not using the geoverification feature for visits in Sell, you can always log a...
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Nate Brown commented,
Hi Juve! If you're referring to the Lead Capture Form in Sell, I'm afraid that there is no way to have form submission trigger a redirect! Your best bet will be to look into using an integration t...
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Nate Brown commented,
Hi Brendan, Good question! One option to mark recurring revenue in Sell is to have two pipelines; one pipeline for one-time transaction deals, and one for recurring revenue. This way, you will be a...