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Tom Mililli

Entrou em 16 de out. de 2021

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Última atividade em 30 de nov. de 2021

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Tom Mililli comentou,

ComentárioUsing 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

Exibir comentário · Publicado 30 de nov. de 2021 · Tom Mililli

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Tom Mililli comentou,

ComentárioUsing 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

Exibir comentário · Publicado 18 de nov. de 2021 · Tom Mililli

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Tom Mililli criou uma publicação,

Publicação 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

Publicado 08 de out. de 2021 · Tom Mililli

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Tom Mililli comentou,

ComentárioUsing 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
 

Exibir comentário · Publicado 25 de ago. de 2021 · Tom Mililli

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Tom Mililli comentou,

ComentárioData 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

Exibir comentário · Publicado 30 de jul. de 2021 · Tom Mililli

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Tom Mililli comentou,

ComentárioMeasuring 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

 

Exibir comentário · Publicado 29 de jul. de 2021 · Tom Mililli

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