How Do I...?
New postAsk product-related questions or share your expertise by answering questions
-
How do I turn off "___ assigned a task for you related to ___" emails?0 votes 0 comments
-
Problem with API request - custom fields0 votes 1 comment
-
Email to new users in an account0 votes 2 comments
-
Monitoring change in Licenses0 votes 1 comment
-
Custom metric0 votes 5 comments
-
Success Plays not firing all tasks0 votes 0 comments
-
Health Factor - New Criteria Comparing Dates0 votes 1 comment
-
How do I delete all accounts / data imported from CSV0 votes 2 comments
-
How to log user events if I don't have account IDs in my application0 votes 1 comment
-
How to create a segment for Unknown Health?0 votes 1 comment
-
How do I manage email notifications on a user level?0 votes 0 comments
-
Assign Success Manager Automatically based on region and other attributes0 votes 4 comments
-
Manual Account Assignment0 votes 1 comment
-
How do I delete collection items from the API?0 votes 1 comment
-
Default Column Headers0 votes 1 comment
-
How many characters in a text field?0 votes 2 comments
-
Totango to Gainsight Comparison0 votes 2 comments
-
Covering a co-worker's account while they're out of the office?0 votes 1 comment
-
Can I log emails I send to my customers to Totango?0 votes 2 comments
-
How do I send reports to my executives?0 votes 1 comment
-
Can I temporarily pause my automated Zoe Share reports?1 vote 1 comment
-
How do I remove someone from the scheduled activity list?1 vote 1 comment
-
Can I schedule reports to be delivered with Zoe?0 votes 1 comment
-
Can I remove tags via file upload?0 votes 0 comments
-
What is a team "type?" Answered0 votes 2 comments
-
What are best practices for setting up Success Teams?0 votes 0 comments
-
Max number of segments in a report?0 votes 1 comment
-
Can I change the names of column headers?0 votes 1 comment
-
Has anyone ever set up a "Welcome Email" campaign before?1 vote 2 comments
-
What SuccessBLOCs should I have? Answered0 votes 1 comment