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Articles tagged "multi-select" returned 259 results.
Page 12 of 26
Creating A Lead
...will then need to select the Lead List you would like to create the Lead against and click the Select option at the bottom of your screen. Close modal Enter...
Simple Time Management
...user they can select a different user from the list. Select a Date Todays date will automatically selected but users can retrospectively enter the date required. Time spent Enter the...
Document alerting
...notice a new section of alerting called ‘Document alert’. To set-up an alert to trigger based off document production, select ‘document alert’ and ‘Select Account’. Next you will need to...
Using The Flows View
...data horizontally and vertically by selecting the relevant fields – You can see you can hide options too and also select a numeric field to show an Aggregate Value. Click...
Report, Calendar, Map and Flows view
...selects a highlight option the screen will refresh and the items on the calendar will be highlighted according to the selected option value. Report View Create and view widgets...
Capture, Manage & Nurture Exhibition Leads
Lead lists can be created for various sources. In order to track lead conversion from specific sources it can be useful to setup multiple lists to capture where your leads...
Intro to Lead Management
...This is especially useful when you have data from multiple sources, for instance exhibitions, web leads and office enquiries. There are a number of options when managing your leads and...
Sales and Forecast Lists
...data that is currently held in multiple different areas of the system: Opportunities with and without Quotes, Quotes themselves and confirmed Seminar Bookings. Close modal Sales Lists Shows a...
Review invalid recipients
...will automatically transfer from being Invalid for the Campaign Type to being Valid Info Recipients will not be duplicated in a Campaign even if they have been added from multiple...
Creating Templates & Template Tags
...that references a standard list or extension/custom list from an item – e.g. in a Quote, a list of products; from an Account, a list of Contacts. Supports multiple table...
