Search Results
Articles tagged "multi-select" returned 259 results.
Page 16 of 26
Team Management
...new team name and save it. Close modal Add a Member to a Team To add a member to a team, select + Add User. Close modal From here you...
Editing Tasks
...select an item type. Close modal Once you have selected an Item Type you will then be able to select the Campaign, Email, Generic or Landing Page to link to....
Emails Overview
...and link them to existing emails. New Email To create a new email, click + New Email Close modal First, select a Brand for the email Close modal Info...
Discounts, Price Lists, Financial Entities
...10% on all products. Alternatively you can select specific prices per product. Price lists that have been setup will appear in the Price List drop down list. Close modal Info...
Sales Reports
...Sales Charts & Dashboards From the homepage you can create tabs from the Actions ribbon by selecting New Tab. Charts can be added to tabs. You can create a Sales...
Setting up Sales Charts
...Product Sales From Product Sales List, filter all Closed – Won Product Sales Closed Date: select the date range and create a Column chart Close modal Close modal Best Selling...
List Stats
...be copied to Clipboard or users can drill though to the see the list of records from each Stats. Numeric Data Stats Select the numeric data column e.g ‘Total Value’...
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...
Add to an existing source
Add to an Existing Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Go to the Actions menu, select...
Letter Campaigns
...drag and drop option Close modal Creating a letter Campaign • Create Campaign stage > Select Media = Letter • Run the stage > select the Template > Start run...
