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Articles tagged "opt-in" returned 185 results.
Page 15 of 19
How Do I Export Data?
...or remove fields. Once you have saved your report you are then given the option to Export Data. Close modal Tip Tip: User defined reports can be copied and edited....
Alert Trace
The Alert Trace is designed to assist you in diagnosing why certain alerts are not firing as expected. Alert Trace is available in the Settings area. Close modal By selecting...
Downloading the Data Import Tool
...the new URL which includes ‘legacy’ Configure the Import Tool After downloading and installing the import tool, run it. Enter the URL found on the Lead Management Settings > Data...
Email Templates For Alerting
Email Templates can be set within the Settings area. Close modal The Email Templates option allows you to design email templates which are used when an alert sends emails. Templates...
Gold Vision Import Report
A data import may fail due to incorrect mappings or invalid data. If an import fails, a Gold-Vision Import Report can be emailed to the user. The report contains a...
Office 365 Contact Synchronisation with Gold Vision
...Synchronise a contact simply select from the Inline Edit menu the Sync Contact option. This will synchronise the contact and tick the contact in the “Synced with Office 365” column....
On Save Alert
...On-Save Alert then choose the item you would like to alert to run against. Always include a create or update condition Close modal Condition Add Condition Choose one or multiple...
Touch Point Alert
Create an Alert based on a Touch Point score for Account, Contacts or Leads. Example: when a Touch Point score raises over a certain value alert the owner so they...
Product Settings
...opportunity, only administrators will be presented with an Open menu option, allowing further editing. The purpose of this is to ensure that historical sales information may be protected – especially...
Meta Data
...as drop fields will also return the drop options associated to that field giving you much more information than standard ones. Requesting meta data for an object is simple just...
