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Tom Mililli

已加入2021年10月16日

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最后活动2021年11月30日

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Tom Mililli 进行了评论,

评论Using 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

查看评论 · 已于 2021年11月30日 发布 · Tom Mililli

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Tom Mililli 进行了评论,

评论Using 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

查看评论 · 已于 2021年11月18日 发布 · Tom Mililli

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Tom Mililli 创建了一个帖子,

帖子 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

已于 2021年10月08日 发布 · Tom Mililli

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Tom Mililli 进行了评论,

评论Using 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
 

查看评论 · 已于 2021年8月25日 发布 · Tom Mililli

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Tom Mililli 进行了评论,

评论Data 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

查看评论 · 已于 2021年7月30日 发布 · Tom Mililli

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Tom Mililli 进行了评论,

评论Measuring 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

 

查看评论 · 已于 2021年7月29日 发布 · Tom Mililli

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