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Articles tagged "The Basics" returned 386 results.
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On Save Alert
...ticked When a specific check box is either ticked or un-ticked against the item you are setting up the alert for Choose the tick box field then choose the value...
Marketing automation introduction
...the last run date, the start date of the campaign run, the template name and what type of mailshot it is. Furthermore, you can pause an automated campaign run rather...
Using Touch Points
...touch point to the relevant record and it will then be visible in the associated account, contact or lead record. Close modal Manually link Touch Points Back in the touch...
Creating A Table
...of the items. Info Widgets are dynamic, if a change is made to the list, the charts will automatically refresh. If pinned to a Homepage the filters will be retained....
Xero Integration Overview
...Account Manager to enable the integration on your Gold-Vision. Once the integration has been enabled, to set it up, simply follow the instruction on the Configuring the Xero Integration page....
Mail Tracking Settings for Office 365
...Mail Tracking settings. Close modal The settings are now saved and displayed as follows: Close modal 10.‘Gold-Vision’ was the name of the ‘Application Name’. Note The service account credentials can...
Intro to Lead Management
...Lead Management tool to quickly work through the records so that you can make the most of leads that matter either by calling, including them in lead nurture campaigns and...
