
Eduardo Calvo
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Articles
Recent activity by Eduardo Calvo-
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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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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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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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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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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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...
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About the standard chat triggers
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support with Live chat and messaging Team, Professional, or Enterprise Note: The triggers in...
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Restricting help center access to signed-in end users
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support with Guide Professional or Enterprise Note: Help center access for Employee Servic...
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Mapping attributes from Active Directory with ADFS and SAML
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Professional, or Enterprise 89304293 Disclaimer: This article is provided for in...
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Stage Duration reports
What's my plan? The two Stage Duration reports provide you with greater insight into how quickly and efficiently your deals are being managed. These are the Stage Duration Analysis an...