Search Results (317) - "tag:imported-from-zendesk"
Articles
- Switching From Per User Connection to Service Account (Office 365 & Google)
- Movement vs Progression
- Job Orders Pipeline Reporting
- Using Pipeline Boards & Filter Sets
- Pipeline Progression
- Pipeline Movement
- Running a Pipeline Review
- What can I see in Pipeline Progression view?
- What can I see in Pipeline Movement view?
- What can I see in Pipeline Activity View?
- Advanced Sales Math // Win Rate by Number of Pushes
- Advanced Sales Math // Win Rate by Number of Meeting
- What if a user is missing from the hierarchy?
- Creating Recurring Revenue / SaaS Goals
- Goal Cards w/ Forecast Overlay
- Creating Goals
- Pipeline Coverage Reports
- Pipeline Review for Reps
- Pipeline Hygiene for Reps
- Opportunities Overview
- Identifying Risk in your Pipeline
- Create a New Content Dashboard
- What can I see in Current Pipeline view?
- Advanced Sales Math // Win Rate by Inbound Emails
- Advanced Sales Math // Win Rate by Number of Contacts
- Advanced Sales Math // Win Rate by Activity Total
- Team Hierarchy
- Goals Overview
- What can Activity by Day do for you?
- Commercial Pipeline 1:1 With Opp Splits Dashboard Guide
- Last Quarter Sales Retro Dashboard Guide
- Average Sales Price Deep Dive Dashboard Guide
- Sales Cycle Analysis Deep Dive Dashboard Guide
- KPI Trends Dashboard Guide
- Opportunity Campaign Insights Dashboard Guide
- Enterprise Pipeline 1:1 Dashboard Guide
- Advanced Sales Math (Without CTC) Dashboard Guide
- CSM Renewals and Cross-Sells Dashboard Guide
- Advanced Sales Math Dashboard Guide
- CRO Forecast Review Dashboard Guide
- Lead Engagement Dashboard Guide
- How do I delete a dashboard?
- Adding Cards to a Dashboard
- Cards that may need customization
- How do I use Report Tags?
- Goal (by Person) Report
- Sales / Marketing Alignment Dashboard Guide
- Split Property in ML Model Configuration
- Conversational Intelligence Advanced Sales Math Dashboard Guide
- Placeholder Cards
- Win Rate Analysis Deep Dive Dashboard Guide
- Rep Performance Dashboard Guide
- Territory Management Dashboard Guide
- Commercial Pipeline 1:1 Dashboard Guide
- Win / Loss Analysis Dashboard Guide
- Contact Engagement Dashboard Guide
- Exec Weekly Dashboard Guide
- Copying and Editing Cards
- How do I hide/show a column on a report?
- Goal Headline Report
- Flow Report Functionality
- Goal (by Time) Report
- Progression Report
- Movement Report
- Creating an "Opportunities Moved to [Cycle Stage] Last Week" Card
- Grid Trends
- Subscribe to Dashboards
- CI Supported Transcription Languages
- AI Call Summary
- Inflow / Outflow, Net Value Report
- Hierarchy Setup & Usability
- Call Review Dashboard Guide
- Filter Pills
- Action Hub
- Hidden Assets
- Comments & Notes
- Using Templates, Collections, and Document Builder
- Best Practices: Presenting on an iPad
- Collaborate in Mediafly
- Promoted Content
- Configuring notifications and user preferences
- How Mediafly Determines Search Results Order and Recommended Content
- Managing Folder Permissions
- Banner Builder
- Configuring Mediafly's Outlook Add-In
- Lead Capture Form Disclaimer
- Advanced Sharing Options
- Downloading items in a Folder or Collection
- Sharing content and tracking engagement with Mediafly
- Creating personalized content with Document Builder
- Creating and managing Folders
- Using Story Mapper to create pivotal content experiences
- Usage Reports
- Definitions and usage of Insights Scores
- What is share engagement score?
- Admin: Taking a screen recording on your device
- Admin: Locating a file or folder ID
- Managing Third Party Cookies
- Domains and Email Addresses to Safelist
- Schedule Dashboard / Report Emails
- Sharing Dashboards & Reports
- Heat Map Report
- Intelligence Platform Salesforce Tabs
- Dashboard Hierarchy Settings
- Managing Intelligence Hierarchies
- How can I remove a column from all reports?
- Rearrange, Resize, and Sort Columns in Reports
- What is Historic Reporting? How does it work?
- Actions List Report
- Activity Report
- Area Chart Report
- Bar Chart Report
- Compare Closed Opportunities
- Content Grid Report
- Headline Report
- Historic Inflow / Outflow Report
- Historical Bar Chart Report
- Idealized Funnel
- Line Chart Report
- Metrics Table Visualization
- Percent Ratio Chart Report
- Pie Chart Report
- Scatter / Bubble Chart Report
- Top Content Report
- What kinds of visualizations can I create with Intelligence Reports?
- Custom Math Expressions
- How to Create the Right Report
- Who can export data?
- Who can share dashboards?
- How to Update Opportunities Immediately
- Opportunities Pipeline Dashboard
- Creating and Editing Dashboards
- Weekly Commit Call Dashboard Guide
- How do hierarchy changes impact goals?
- What content types can I create goals for?
- Enabling Machine Learning Models
- ML Property Mapping
- Managing ML Models
- Confidence to Close Machine Learning Model
- Ideal Opportunity Profile Machine Learning Model
- Predicted Close Date Machine Learning Model
- Do I have enough data for machine learning models to be predictive?
- Activity Definition Filters
- Activity by Day
- Attachment/File Activity Types
- Managing Activity by Day
- Out of the Box Activity Definitions
- How can I group or remove fields on a CRM record details pane?
- How can I inspect the activity of a record?
- How can I inspect the details of a record?
- Using Engagement at Trade Shows
- Bulk Edit Content Metadata
- Engagement Insights
- Accept your Invite to Coach
- Basic Search
- Upload Calls
- Weekly Digests
- Call Card
- Create Smart Alert
- Out-of-the-Box Smart Alerts
- Setting up Triggers for Smart Alerts
- Smart Alerts Overview
- Coach Custom Integration
- Salesforce.com Integration
- Slack Integration Requirements in Conversation Intelligence
- Notification or Trend Types and Settings
- How do I filter by number or amount?
- How do I filter by picklist?
- How do I filter by text?
- How do I filter by true / false?
- How do I filter to a relative date range for dates?
- CRM Hygiene Dashboard Guide
- Forecast Accuracy Dashboard Guide
- Monthly Forecast 1:1 Review
- Using Hierarchy
- Linking your Calendar
- Mapping Salesforce Fields in Value
- Sugar CRM + Mediafly Integration
- Setting up marketing automation
- Managing Energy Score
- Output Report Examples and Common Scenarios
- Reporting Tags 101
- Report Template Management
- Report Tag Library - Word
- Marketo
- Service Account FAQ
- Creating Forms
- Iframe Best Practices for Value Marketing Tools
- Using the context menu to quickly edit your template
- Driving Inputs using Data Tables
- Creating and Managing Rules
- Challenges
- KPIs
- Checkboxes
- Select
- Text Inputs
- Investments
- Items - Overview
- Images
- Charts
- Report Tag Library - Powerpoint
- Flow Reports (Waterfall Graph)
- Conversation Intelligence API
- Calculations for Financial Tools
- Creating a personalized playlist of content with Collections (web)
- Logging in using Two-factor Authentication (2FA)
- Using Mediafly On Mobile
- Log in to Access Engagement Resources
- Analysis Manager and Smart Folders
- Sharing and Collaboration
- Managing your domain as an administrator
- Template settings configuration
- Mediafly Value Overview
- Enabling the Mediafly Notetaker for Zoom
- Editing Reports with Filter Pills
- Item Audit Log & Analysis History
- Content Engagement Analytics Dashboard
- Working with content offline
- Unique URLs for Templates in Value
- Getting Started With the Intelligence Platform Salesforce Integration
- Creating personalized video presentations with Screen Recording
- Advanced Insights: Reporting Engagement data in Intelligence
- Engagement Analytics Dashboard Guide
- Setup SAP C4C Integration
- Salesforce
- Creating personalized content using a Template
- Global Variables
- Benefits on the Fly in Mediafly Value
- Benefits
- How is Tool Builder calculating ROI or Payback?
- Value360 Insights Dashboard
- Global Navigation
- Who can create reports and dashboards?
- Exporting / Importing Goals
- Mapping Custom Salesforce Fields in Intelligence
- Internal Share Links
- Creating Customized Email with Shares
- Creating and Editing Reports
- Service Account Setup for Google Integration
- Service Account Setup for Office 365
- How do I enable the Intelligence Platform to access my Google email, calendar and drive?
- Log in to Access Revenue Intelligence Resources
- SAML Enabling Single Sign-On Setup: Revenue Intelligence
- Setup Google Integration
- Setup Office 365 Integration
- How to remove sandbox data and integrate full production CRM
- Enabling / Disabling Content Types
- Interactive Reports
- What hierarchy should I use and why?
- What is Intelligence Hierarchy?
- How do I add/remove Intelligence Admin Access?
- Content Draft / Publish
- Environment Branding in Mediafly Engagement
- How Do I Add Users to the Intelligence Platform?
- Mapping a Salesforce Lookup field in Intelligence
- Embedded Content
- Transfer ownership of Collections, Workspaces, My Items, Shares action
- Creating dynamic sets of content with Search Results
- Adding graphics to Workspaces with Media Library
- Creating and Managing Workspace Templates
- Guide to using SSO and Mediafly
- Adding users with bulk import
- Using Okta for SSO with Mediafly
- Creating user groups and assigning permissions
- Using Azure AD for SSO with Mediafly
- Dynamic Groups
- Global User Management
- User & Group Permissions - Best Practices
- Just-in-Time (JIT) Group Assignments
- Office 365 Meeting Fields
- What Content Types does Intelligence Support?
- How do I track changes on a field for historical reporting?
- Google Meeting Fields
- Account Fields
- Opportunity Fields
- Interactive Cards
- Standard Filters on OOTB Cards
- Advanced Search Syntax Specification
- Fundamentals of Workspaces for displaying and presenting content
- CSV Data Export
- Getting Started with Design Studio
- Metadata Dictionary
- Organizing content
- Creating customized graphics for Workspaces
- Updating content in Airship
- Publishing and Updating Templates
- Dashboards Page
- All Reports Page
- Value Advanced Reporting with Intelligence
- Report Tag Library
- Output Report Authoring Basics
- Mediafly AI Offerings
- Using SFDC Custom Domain to login into Sandbox
- AI Value Report Summary/Summarization
- Actions Plans in DSRs
- Energy Score
- Managing Activity Definitions
- Uploading Content in Engagement
- Personalization in Collections
- Mediafly + SAP V2 Integration
- Configuring Stage Name Mappings for Inactive / Deleted Opportunity Stages
- Quick Start Guide for Administrators
- Mediafly Hybrid Search: Traditional + AI Semantic Results
- How do I update an existing custom hierarchy?
- Getting Started with Custom User Hierarchy
- Creating Workspaces
- External & Internal Sharing
- Digital Sales Rooms (DSRs)
- Quick Start Guide for Users
- Creating and Updating Users in Engagement
- System Requirements, Supported Devices and File Types, System Limitations
- Translating your Value Tools into Multiple Languages
- Adding Subtitles to Videos
- Feedback
- Admin: Adjusting Levels of Logs Gathered in the Mediafly iOS App
- Finding Local Logs from the Device for the Desktop Apps
- Sending logs from apps