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Ivan
已加入2021年5月13日
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最后活动2021年10月25日
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Ivan 进行了评论,
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"?
查看评论 · 已于 2021年7月28日 发布 · Ivan
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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?
查看评论 · 已于 2021年7月26日 发布 · Ivan
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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!
查看评论 · 已于 2021年6月16日 发布 · Ivan
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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:
查看评论 · 已于 2021年6月16日 发布 · Ivan
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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!
查看评论 · 已于 2021年6月09日 发布 · Ivan
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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!
查看评论 · 已于 2021年4月26日 发布 · Ivan
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