
Eduardo Calvo
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Activity overview
Latest activity by Eduardo Calvo-
Eduardo Calvo created an article,
Collaboration overview
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support with Collaboration add-on Zendesk Support and Ticketing System Functionality withi...
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Eduardo Calvo created an article,
Viewing assigned, requested, and CC tickets in the Support profile
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Professional, or Enterprise You can see tickets activity for yourself or anothe...
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Eduardo Calvo created an article,
Adding documents to deals using Google Drive
What's my plan? You can use your Google Drive account with Sell. This allows you to create folders for deals and attach files to them. The folders and files are located in your Google Drive acc...
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Eduardo Calvo created an article,
Creating a team structure (user hierarchy) in Sell
What's my plan? For Professional and Enterprise plans, you can create a team structure, or user hierarchy, to manage an extended team structure with employees on different tiered levels. You need...
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Eduardo Calvo created an article,
Using the Product Catalog to define products and services in Sell
What's my plan? You can use the Product Catalog to define the products (goods) used with your deals, which adds another layer of management to your pipeline. While the Product Catalog uses the te...
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Eduardo Calvo created an article,
Customizing your Sell email signature
What's my plan? You can add a personalized signature to your outgoing email messages in Sell. This allows you to have full control over your signature's look and feel by adding, for example, tag ...
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Eduardo Calvo created an article,
Importing leads, contacts, and deals into Sell
What's my plan? Closing deals in Sell all starts with having the right data imported. This means importing your current list of leads and ensuring that you have their key fields included, such as...
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Eduardo Calvo created an article,
About Contextual Help for the Web Widget (Classic)
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Professional, or Enterprise Contextual Help is a Web Widget (Classic) feature th...
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Eduardo Calvo created an article,
Authenticating users in Chat
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support with Live chat and messaging Team, Professional, or Enterprise Location: Dashboard > Se...
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Eduardo Calvo created an article,
Using stacked charts to display results
What's my plan? Suite Professional, Enterprise, or Enterprise Plus Support with Explore Professional or Enterprise A stacked chart breaks down each bar or column in a chart...