How Do I...?
New postAsk product-related questions or share your expertise by answering questions
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How do I manage email notifications on a user level?0votes0comments
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Assign Success Manager Automatically based on region and other attributes0votes4comments
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Manual Account Assignment0votes1comment
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How do I delete collection items from the API?0votes1comment
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Default Column Headers0votes1comment
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How many characters in a text field?0votes2comments
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Totango to Gainsight Comparison0votes2comments
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Covering a co-worker's account while they're out of the office?0votes1comment
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Can I log emails I send to my customers to Totango?0votes2comments
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How do I send reports to my executives?1vote3comments
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Can I temporarily pause my automated Zoe Share reports?1vote1comment
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How do I remove someone from the scheduled activity list?1vote1comment
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Can I schedule reports to be delivered with Zoe?0votes1comment
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Can I remove tags via file upload?0votes0comments
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What is a team "type?" Answered0votes2comments
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What are best practices for setting up Success Teams?0votes0comments
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Max number of segments in a report?0votes1comment
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Can I change the names of column headers?0votes1comment
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Has anyone ever set up a "Welcome Email" campaign before?1vote2comments
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What SuccessBLOCs should I have? Answered0votes1comment
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How do I move a campaign from one SuccessBLOC to another? Answered0votes1comment
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What happened to my segments?0votes1comment
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Health criteria - how much too much?0votes0comments
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How many health models should I have?0votes0comments
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Is it possible to report on aggregate health changes over time?0votes1comment
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What is the "Quality Score" in my portfolio? Answered0votes2comments
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How do I update the list of accounts that make up my portfolio? Answered0votes2comments