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Tom Mililli

Adhésion le 16 oct. 2021

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Dernière activité le 30 nov. 2021

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Tom Mililli a ajouté un commentaire,

CommentaireUsing Sell reports

Dane,

Thanks for following up.

I just received a trial of explore, perhaps I can reproduce the same report and see if drilldown is available via explore.

ciao

Tom

Afficher le commentaire · Publication le 30 nov. 2021 · Tom Mililli

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Tom Mililli a ajouté un commentaire,

CommentaireUsing Sell reports

Good Morning,

the report initially provides a quick summary of deals. However it would be helpful to click (drill down) on the bar (representing # of deals) and would list the specific deals it represents. 

I would expect this can be done, but don't see where to "turn on" this capability

Thanks

Tom

Afficher le commentaire · Publication le 18 nov. 2021 · Tom Mililli

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Tom Mililli a créé une publication,

Publication Q&A - Sales CRM (Sell)

Hi, I am connected to zendesk tables - user, tickets, etc. but not Sell (leads, etc.)

Please provide direction how to connect to these tables.

Thank You

Tom

Publication le 08 oct. 2021 · Tom Mililli

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Tom Mililli a ajouté un commentaire,

CommentaireUsing Sell smart lists
Hi Nova,
 
Hi, my issue today involves creating and using smart list templates
 
I have created a lead template, and another admin user wants to use my template too.
She is able to see it under template, but when she selects the template, it doesn't change.
Then as a test, she select contacts to create a template, but she cannot add, edit or create templates.
 
Any ideas?
Tom
 

Afficher le commentaire · Publication le 25 août 2021 · Tom Mililli

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Tom Mililli a ajouté un commentaire,

CommentaireData exports or data uploads

Good Afternoon Becca,

I too downloaded Skyvia (free version), hoping to schedule exports to use as my "daily backup". Unfortunately, I quickly learned that the export only works with Support data and not on Sell.

Since I am very new to Zendesk, I have opened a ticket to inquiry if data exports from Sell and Support can be scheduled (automated via a trigger or other ways)

Tom

Afficher le commentaire · Publication le 30 juil. 2021 · Tom Mililli

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Tom Mililli a ajouté un commentaire,

CommentaireMeasuring success

I have the pro plan (sell and support) and new to zendesk. I would like to backup the data from both sell and support daily at a min.

From what I have read thus far, the only way to achieve a "backup" is by exporting the data? If this is correct, can the export be automated. If so, please provide guidance and assistance.

On the other hand, if this isn't the only way, please advise on all alternative methods

Thanks

 

Afficher le commentaire · Publication le 29 juil. 2021 · Tom Mililli

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