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Articles tagged "search" returned 75 results.
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Gold-Vision 8 Upgrade Planning
...Administrator to complete this task. Configure Your Screens Close modal Manage Options Close modal Select an icon, select tile colour, enable avatars (for Users), include in Global Search. Select an...
Open Campaign
From the Campaign list you can see a list of all Campaigns in your Workspace. Close modal You can search for or use filters to locate your Campaign. You can...
Landing Page Templates
...to use the Search, Folder and Tag options on this list. New Template Create a new template using the New Template button or the option in the list. Close modal...
Email Templates
...Info Visit General Navigation for information on how to use the Search, Folder and Tag options on this list. New Template Create a new template using the New Template button...
Import Contacts from Office 365 into Gold-Vision
...Contacts to select or view. Close modal You can also use the General Search to filter your data for Import Contacts Close modal All Contacts The All contacts view is...
What’s New in Gold-Vision 8
...search capabilities – you will love the new look and feel! Close modal Mobile first Enjoy complete CRM functionality wherever you are, on any device and without compromise. Click to...
Re Assign An Opportunity To Another Account
Opportunities can be moved from one account to another. Click Edit and use the search button within the account field to search for the Account you want to reassign the...
Landing Page Design
...a search engine, and an optional description. If you would not like your landing page to appear in search engine results, just flick the switches for SEO Indexing and SEO...
Viewing Data Sources
Data sources can be reviewed in card view in the Data Sources list from the view menu: Close modal There are search options at the top right-hand side so you...
Using Contact records
...a Contact record In Edit mode change the Account details field to correspond with the new Account record and click Save: Close modal Option 1 Search for an Account that...
