UPASANA

Browser Logs for Chrome
Use Case: Sometimes while troubleshooting issues like agent pop-up, specific options not visible in UI etc, we need to obtain browser logs from the user...
Tue, 27 Nov, 2018 at 2:56 PM
Adding Activity fields to SMS templates
Use Case: Sometimes users want to add activity fields to SMS templates but only lead fields can be added to the templates. Thus, to add activity fields,...
Tue, 27 Nov, 2018 at 2:55 PM
Smart View Columns not visible for User
Use Case: I came across an issue where the admin claimed that the smart view columns he had set was not reflecting for one of his sales user. These are ...
Tue, 27 Nov, 2018 at 2:54 PM
Steps to check integration of Facebook Lead Ads Connector
Use Case: We get numerous tickets regarding leads not getting captured from Facebook Lead ads. The following are the steps to troubleshoot and resolve t...
Tue, 27 Nov, 2018 at 2:54 PM
Sulekha Integration
Use Case: For any Sulekha integration, the Sulekha team generally asks for the following details: For completing the API integration, we would need ...
Thu, 29 Nov, 2018 at 4:51 PM
Bulk Uploading Task Owners
Use Case: When we change the lead owner for any lead, the task owners for the associated tasks do not automatically change. This causes a level of diff...
Wed, 5 Dec, 2018 at 4:16 PM