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Articles tagged "multi-select" returned 259 results.
Page 19 of 26
Disabling & Deleting Users
Info Disabling a user removes the user from your enabled licences. To disable a user click on Settings, select Users. Close modal Click to open the user record, select Edit...
Configuring the ZoomInfo Integration
...integrations and click to select ZoomInfo. Close modal Click Select to see the install button in the top right hand corner. Close modal Please review the install notes. Close modal...
Connecting to your ZoomInfo Account
...to select Integrations. Close modal Click to select Manage – Configure. Close modal When you click Configure on the right hand side of the integration you will see the following....
Performance
...Clicks and Form submissions by date. You can select the timeline view required, All Time, Last 3 Months, Last 6 Months or Custom to select a date range. Close modal...
Generic Element
To create a new Generic Element, firstly go into elements and click on the +New button and then choose New Generic. Close modal Select from one of the Brands...
Follow up Email
...Emails list, click on New Email, select a Brand and choose Follow up Email as the email type. Close modal Follow the steps in Email Description to name your...
Email Recipients
...sources which have been created. Select from the Source that you want to include for this Email click the continue Button. Close modal Info To find out how to create...
Re-Ordering, Duplicating and Delete
...Close modal When you select duplicate, a direct copy of the content or row will appear below. Delete Click on a row click and select the Delete option. Close modal...
Managing your Leads
Viewing Leads All Leads can be viewed from the View → Leads. You can also view Leads from specific Lead Lists. View → Lead Lists. Select My Leads to view...
Re Assign An Opportunity To Another Account
...Opportunity to then save the Opportunity record Close modal Tip Tip: When you have selected an Account to move the Opportunity to, make sure you select a new Contact....
