|
Topic |
Description |
|
KB Creation Date |
2nd Jan 2024 |
|
Account Name & list of all ORGIDs |
54171,54198,25675,48992,66623,66413,39247,24300,70365,67664,39264,30832,65861 |
|
Customer point of contact Phone and Email |
Univo- hsapra@univoedtech.com Amity- sanand1@amity.edu
|
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Customer business type (Example: Education, Fintech, insurance etc) |
Univo- EdTech Amity- Education
|
|
Account hosted on dedicated infrastructure (managed by LS OR customer) |
Managed by LSQ |
|
TAM Engineer Phone & Email |
Sriram Ravi(sriram.ravi@leadsquared.com),9489725703 |
|
LS KAM – Phone and Email |
Ritik Bakshi(ritik.bakshi@leadsquared.com),7720020305 |
|
LS PS – Phone and Email |
Akanksha Roy(akanksha.roy@leadsquared.com),7978469046 |
|
Are we sending (MSR)month Support Stats / quarterly report to customer? |
No |
|
Cadence call occurrence day? |
Friday |
|
Core features used by customer |
Telephony, Connectors, APIs, Automations, LAPP |
|
List of third-party integrations in customer accounts. |
Third party telephony services are being used. |
|
List of custom implementations in customer accounts. |
Lapps, ULC custom action. |
|
Top 5 issues/queries we receive from this TAM account. (With or without Ticket id optional) |
1. Lead Stage not synced for leads in account 24300. This happens via LAPP, a CRON automation triggers which triggers the LAPP(Lead Stage Sync with Amity) We can check the automation and LAPP to get the insights for failure. 2. Leads not moving to marketing account via ULC in 39264. This happens via ULC custom action, the lead is pushed to a different account via ULC and the same is deleted in 39264. We can check the ULC logs for insights on failure. 3. Leads not merged via LAPP in 24300. This happens via the Lead Merge LAPP, on the basis of Campus lead field and phone number. If campus and phone number of 2 leads are same, the LAPP will merge it. If Campus and Email ID of 2 leads are same, the LAPP will merge it. 4. Queries with connectors like FB lead ads, Google Adwords etc. 5. Queries about APIs and automations.
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Additional Note |
Account Information – Amity and Univo
2 min read
