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Articles tagged "clone" returned 7 results.
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Creating Home Page Dashboards
...clicking on the Hide or Show option. Tip Dashboards and Widgets can be copied. Select the Dashboard or Widget, click on the Ellipsis Icon, select Clone to make a copy,...
Add Widgets to a Home Page Dashboard
...widget then Save Close modal Once added, you can click on the Ellipsis Icon to view the menu options. Close modal Clone Click Clone to make a copy of a...
Create a Lead List
...see below for more information on the fields available. Close modal Tip Tip: New Lead Lists can be cloned from existing Lead Lists – this can save time when managing...
Lead nurture
...you speak to them at the event. Close modal Tip You can select a previous list design to clone to save you time Tip Gold-Vision has been designed with...
Manage Dashboards
...a dashboard to another tab in your browser. Duplicate Click Duplicate the duplicated Dashboard will display on your Dashboard as CLONED Remove Removes the Dashboard from your screen. Delete To...
Copy/delete a campaign stage
Copy Campaign Stage Copying a Campaign Stage is great if you want to save yourself some time and get more accurate insights on month by month stats for things like...
Account Portal Management
Creating a new space In the Settings area search for Portal Management. Close modal Click the New button or the Space Designer button to create a new space. Close modal...
