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Articles tagged "delete" returned 48 results.
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Copy/delete a campaign stage
...reason, you need to Delete a campaign stage, simply open the campaign stage in question, click Action and Delete. Info You can also delete a campaign by following the same...
Re-Ordering, Duplicating and Delete
...Close modal When you select duplicate, a direct copy of the content or row will appear below. Delete Click on a row click and select the Delete option. Close modal...
Undelete Records
Records which have been deleted can be undeleted in the Data Management area of the Settings area Close modal Info Campaigns and Leads can not be undeleted....
Using SharePoint Online Integration
...to upload, view, edit and delete files stored in Sharepoint Online Allow users to create and delete sub-folders from Sharepoint Online Access templates for document production Seamless document production and...
Using Contact records
...Campaign Source option. Delete a Contact Contact records can be delete by selecting Delete from the Action Menu. Info Please note that deleting an item performs just a soft delete....
Using Account records
...be delete by selecting Delete from the Action Menu. Info Please note that deleting an item performs just a soft delete. Administrators can un-delete account records from the Settings area...
Managing Activities
...to an account records alongside their roles by selecting the Add Member option Delete an Activity Account records can be delete by selecting Delete from the Action Menu. Info Please...
Monitor And Manage Privacy Data
...necessary. Shows Contacts and Leads whose removal date has passed as well as deleted or dormant Contacts Filter this list as required to bulk erase. Close modal Deleted Items The...
GDPR Definitions
...you might hold prospect data for 2 years, at the end of 2 years the record will be marked as an Expired item. See below. Deleted Items Deleted Gold-Vision records...
User Access Options
...Edit/Delete Rights The Edit option grants the team the ability to view the item and change it, but not to delete. Delete gives the team full control over the items....
