How Do I...?
New postAsk product-related questions or share your expertise by answering questions
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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