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Articles tagged "Settings" returned 172 results.
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Merging Accounts Or Contacts
Accounts and Contacts can be merged in the Settings area within Data Management and select either Merge Accounts or Merge Contacts. Merge two Accounts or Contacts (a Source and a...
Searching and Filtering Lists
...system e.g. First Quarter of 2021 – 1st January to 31st March 2021 Custom Dates are setup in the Settings area to Find out more please visit Custom Date Periods...
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 Sites
...which can be added to the Template. These can be found in the Settings > Template Tags > Sites For more information on Template Tag please visit Template Tags page....
Automated Connect campaign
...set up, click Start Automated Run. You can see what automation settings have been chosen for a campaign stage from the Campaign Stage Overview page: Close modal Stop automated Run...
Marketing automation introduction
...will amend the settings you have chosen for stage and revert them back to the original ones. Touch point automation Automate alerting based on touch points. For example, alert your...
Preference centre
...Connect by Connect Administrators by selecting Settings and then Campaign Types: Close modal Once a contact has updated their preferences, the results are captured in the Campaign Type Preferences list...
How Can I Use Profiles?
...in the Settings area. Your administrator will be able to create the fields required. Please refer to our Screen Designer help pages for more information. The main benefits of using...
Creating a Project
...can be useful for automatically enabling email tracking against the Project. Project References can be setup within the Settings area. You need to be an Admin to complete this task....
Linking Purchased Time
...this functionality, make sure the following items have been screen designed on the required Gold-Vision records: You need to set your Time Settings to define how many hours are in...
