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Articles tagged "The Basics" returned 386 results.
Page 15 of 39
DocuSign Integration Overview
...latest legal, industry, and security requirements from around the world, such as using two-factor authentication to ensure only the right people have access to the documents you’re sending. 3 Key...
Connecting to your ZoomInfo Account
...Private Key – The private key must include the ‘—–BEGIN PRIVATE KEY—–‘header and ‘ —–END PRIVATE KEY—-‘ User Name – The username of the user who created the credentials Client...
Managing data privacy
...with a second email to the contact requesting they update their contact preferences. Close modal When the contact updates their preferences this data will link straight back to their...
Portal Management
...Portal Page From the Space Designer select the Open Pages button or click on Pages. Close modal Here you click on the Plus Icon to add the pages you require...
Enabling 365 Contact Synchronisation
...informed when the authentication is successful. Close modal In order for your users to be able to use the O365 Sychronisation you will want to include the “Synced with Office...
Amending Drop Options
Drop down options can be amended in the User Interface area of the Settings area, either in the Screen Designer or the Drop Downs area. Configure Drop Options Close modal...
Configure your Lead Screens
...data from that list is actioned. Lead Screen Design It is then possible to use the Screen Design facility to customise the layout of the Lead screen. In the Settings...
Touch Point Rules
...and Leads. Here you can choose which fields to match against. It is recommended that you keep all of these ticked. Close modal Filters Type in the URL of the...
Microsoft Outlook Integration Overview
...means they can manage emails and appointments right from within their familiar Outlook environment, or from within their CRM – whichever is easiest for them. Automatic sync Set up rules...
