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Articles tagged "The Basics" returned 386 results.
Page 16 of 39
How to Set up the App Password for Google / Gmail Accounts
...From the Google Account, select the account Icon (top right-hand-side) Select Manage your Google Account, then Security, then Signing in to Google section Ensure 2SV is set up and turned...
Configuring the ZoomInfo Integration
...in the top right hand corner of the screen, you must be a system administrator to access the integrations. Close modal Scroll through the integrations and click to select ZoomInfo....
Landing Page Forms
...added to the pages at the top of the screen with options to be completed before you can publish your landing page. Click on the pencil icon at the bottom...
Using The Flows View
...to View your Flow. Just drag and drop the cards to re-arrange them. Hide empty lanes from the Flow View Next choose: Data you want to display horizontally and...
Email Send or Schedule
...like the automation to start. You will also be able to select the Schedule options Hourly, Daily, Weekly or Monthly. Then depending on the Schedule option selected the hours, time...
Emails Overview
...Emails icon in the sidebar. Close modal In here we can search for an existing email. Use the ellipse icon at the top right of the email card to move...
Updating The List Design
...Designer then the List you want to amend. Close modal Tip Tip: You can change the column heading, remove a column, change the column width and add new columns. Manage...
How Can I Restrict Access?
...Access, based on the following permissions in each item: Access – ability to view the record Edit – ability to view and modify the record Delete – ability to remove...
New Brand
...the top right or on the New Brand icon on the screen. Close modal You will then be able to update the Brand details. Close modal Info A subscription to...
Email Templates
...either search for pre-existing folders or tags or create them on the fly. Info See Folders or Tags for more information on how to use them with your templates....
