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Articles tagged "import-type" returned 187 results.
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SMTP Settings
...an Administrators you can access the SMTP Settings within the Settings area. Close modal Google and Gmail Accounts For these type of mailboxes you will need to use the App...
Sales Automation
...have set the Summary, the Owner, the Type and the Due Date via the Alert. Close modal Remind me two months before competitor contract renewal Create a Reminder Alert for...
Viewing and Editing Alerts
Alerts can be grouped by type. Click to Edit or Delete Close modal Tip Tip: If the alert is not firing check to make sure it is has been activated....
Generating a Token with Postman
...using this tool we create a new request and change our authentication to the type of OAuth 2.0, from this we can generate a new token and use the information...
Using the Generic Phone Integration
...Integration Profile Settings Under Integration Type select Telephony Select the Default Profile (if more than one profile exists speak with your system administrator) If you have an extension number enter...
Configuring Loqate Address Lookup
...Edit Mode by clicking the pencil icon Paste or type the following into key into the Address Lookup Details field… ACCOUNT=(account number),LICENCE=(licence key) For example: ACCOUNT=TESTA11111,LICENCE=AA11-BB22-CC33-DD44 Click Save Close modal...
Using LiveChat Integration
...to view the full transcript of the Chat Close modal LiveChat with Leads Viewing Transcripts From the View menu, select Search Email and filter by Correspondence Type Chat Close modal...
Configuring Gmail Mail Tracking with Basic Authentication
...Tracking Settings’ Close modal Enter the following values in the fields shown: Type: ‘IMAP v2’, Host Address: imap.gmail.com Mailbox Username/Alias: User’s Gmail email address Mailbox Password: User’s Gmail password Use...
Loqate Address Lookup Integration Overview
...a one-click entry automatically populates the missing information from your CRM data for you. Close modal Close modal 3 Key Benefits of our Loqate Integration Address capture – Type in...
What’s New in Gold-Vision 8
...Design Tool comes the introduction of a new field type which offers multi-select drop down options as standard. This enhances the quality of the data you can gather at times...
