Recherches récentes


Pas de recherche récente

Ivan's Avatar

Ivan

Adhésion le 13 mai 2021

·

Dernière activité le 25 oct. 2021

Suivis

0

Abonnés

0

Activité totale

11

Votes

0

Abonnements

5

APERÇU DES ACTIVITÉS

Dernière activité effectuée par Ivan

Ivan a ajouté un commentaire,

CommentaireImporting 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"?

Afficher le commentaire · Publication le 28 juil. 2021 · Ivan

0

Abonnés

0

Votes

0

Commentaire


Ivan a ajouté un commentaire,

CommentaireImporting 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?

Afficher le commentaire · Publication le 26 juil. 2021 · Ivan

0

Abonnés

0

Votes

0

Commentaire


Ivan a ajouté un commentaire,

CommentaireSell 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!

Afficher le commentaire · Publication le 16 juin 2021 · Ivan

0

Abonnés

0

Votes

0

Commentaire


Ivan a ajouté un commentaire,

CommentaireBuilding 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:

Afficher le commentaire · Publication le 16 juin 2021 · Ivan

0

Abonnés

0

Votes

0

Commentaire


Ivan a ajouté un commentaire,

CommentaireWorking 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!

Afficher le commentaire · Publication le 09 juin 2021 · Ivan

0

Abonnés

0

Votes

0

Commentaire


Ivan a ajouté un commentaire,

CommentaireWorking 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!

Afficher le commentaire · Publication le 26 avr. 2021 · Ivan

0

Abonnés

0

Votes

0

Commentaire