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Articles tagged "menu" returned 124 results.
Page 10 of 13
How To Setup Product Group Targets
Product Group targets are set-up and managed within Product Targets in the Settings area. New Product Targets can be set up via the Actions menu. Setting up New Product Targets...
Touch Point Rules
...you enter a popular hashtag, such as #crm, you will import a considerable amount of data which is not advisable. Viewing Touch Points Go to the View menu and select...
User Access Options
...Access Rights When a user’s team does not have access to a particular item type, all icons and menus to that item type will “disappear” from the Gold-Vision user interface....
User Mail Tracking Setup with Basic Authentication
...User Mail Tracking can be configured from the Settings area against each user. Close modal On the User record go to the Action Menu and select Mail Tracking Settings. Close...
User Roles
...in Drop Downs within the Settings area, under Member Roles. Close modal Within an Account record, using Add Members within the Actions menu, you can select a role and a...
How Do I Export Data?
...menu then Create Report. Close modal Close modal Use the Details tab to name your Report and use the Fields tab to add or remove fields. Once you have saved...
Configure Alerts Introduction
...items can be added to the homepage New menu, resulting in the creation of a certain object with defined fields already set. Email Receipt Alert – Alerts which will fire...
Importing your Leads
...begin. Close modal What Next? Configure the Lead Screen Configure your Lead Screen using the Screen Designer. Lead List Settings From the View menu → Lead Lists → Select the...
Marketing Settings
...view legacy campaigns from the view menu only. New Mode only will not provide access to legacy campaigns. Info You can switch between Campaign Modes to review Legacy Campaigns. Close...
Using Privacy Actions in Gold Vision GDPR
...this data individually or in bulk. Accessing Privacy Actions and Privacy Logs Privacy Actions can be accessed within either a Lead of Contact record and via the Actions menu. Close...
