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Ivan

Entrou em 13 de mai. de 2021

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Última atividade em 25 de out. de 2021

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Ivan comentou,

ComentárioImporting 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"?

Exibir comentário · Publicado 28 de jul. de 2021 · Ivan

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Ivan comentou,

ComentárioImporting 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?

Exibir comentário · Publicado 26 de jul. de 2021 · Ivan

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Ivan comentou,

ComentárioSell 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!

Exibir comentário · Publicado 16 de jun. de 2021 · Ivan

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Ivan comentou,

ComentárioBuilding 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:

Exibir comentário · Publicado 16 de jun. de 2021 · Ivan

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Ivan comentou,

ComentárioWorking 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!

Exibir comentário · Publicado 09 de jun. de 2021 · Ivan

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Ivan comentou,

ComentárioWorking 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!

Exibir comentário · Publicado 26 de abr. de 2021 · Ivan

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