Ricky Cecchini
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Articles
Recent activity by Ricky Cecchini-
Using the Meetings Feature
Pulling the QBR Report: https://youtu.be/fsWICCuuOBk Transcription Today we'll cover how to set manage meetings within CloudRadial meeting with your clients is critical to building lasting and fru...
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Customizing Question Templates
Transcription Today we'll be learning about question templates.As the name implies, question templates let you create standardized question lists that you can then apply among tickets.You likely h...
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Using the "Edit All" Function
Transcription Today, we'll look at the edit all function when CloudRadial. The edit all function is an easy way to add multiple clients to different feature sets or company groups in one fell swoo...
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Using The Planner CloudRadial UCP
The Planner is critical for helping clients understand what you can do for them as well as why you recommend different services and solutions. It's also useful for spotting issues that need to be d...
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Menu Item Tokens
Tokens are used frequently in various areas in CloudRadial. To put them simply, they're placeholder values that are denoted with the @ sign, followed by some kind of text help clarify what they're ...
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Understanding Company Sync Settings
When you first add a company to your CloudRadial tenant, you will be provided with a variety of sync settings based on available connections via the identifiers. Below, we'll specifically break dow...
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Using Marketing Lists + Mailchimp Integration
CloudRadial UCP's Marketing Lists feature allows you to segment and export your client contacts for targeted marketing campaigns. Whether you're using MailChimp (for direct list uploads) or another...
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Feedback Through the CSAT
Feedback Video Transcript Finding Feedback IP Addresses Feedback Video Transcript Today, we'll be reviewing the customer satisfaction functionality built within CloudRadial. The customer satisfa...
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Customizing CloudRadial's Menu Text and Language
The feature set in CloudRadial comes with standardized text and verbiage for every tenant. However, many of our Partners prefer to customize the sidebar to match their specific needs. We encourage...
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Understanding the Infrastructure tab in CloudRadial
The infrastructure tab is comprised of sub-tabs of reporting pulled from several key areas, including: Domains Endpoints Network Servers Software Diving into Detail on Each Tab Each tab has its o...