How Do I...?
New postAsk product-related questions or share your expertise by answering questions
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Totango to Gainsight Comparison0 votes 1 comment
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Covering a co-worker's account while they're out of the office? Answered0 votes 1 comment
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Can I log emails I send to my customers to Totango? Answered0 votes 2 comments
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How do I send reports to my executives?0 votes 1 comment
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Can I temporarily pause my automated Zoe Share reports? Answered1 vote 1 comment
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How do I remove someone from the scheduled activity list?1 vote 1 comment
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Can I schedule reports to be delivered with Zoe?0 votes 1 comment
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Can I remove tags via file upload?0 votes 0 comments
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What is a team "type?" Answered0 votes 2 comments
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What are best practices for setting up Success Teams?0 votes 0 comments
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Max number of segments in a report?0 votes 0 comments
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Can I change the names of column headers?0 votes 0 comments
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Has anyone ever set up a "Welcome Email" campaign before?1 vote 0 comments
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What SuccessBLOCs should I have? Answered0 votes 1 comment
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How do I move a campaign from one SuccessBLOC to another? Answered0 votes 1 comment
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What happened to my segments?0 votes 1 comment
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Health criteria - how much too much?0 votes 0 comments
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How many health models should I have?0 votes 0 comments
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Is it possible to report on aggregate health changes over time?0 votes 1 comment
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What is the "Quality Score" in my portfolio? Answered0 votes 2 comments
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How do I update the list of accounts that make up my portfolio? Answered0 votes 2 comments