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Articles tagged "The Basics" returned 386 results.
Page 21 of 39
User Defined Reporting
...will provide an unformatted CSV download of the raw data. Tip Tip: Users can change the visibility of a Report via the Security drop down in the Report Overview Screen....
Web Form Integration Overview
...visits our website and clicks on our ‘Request a Demo’ option, which provides them with the following screen. Close modal The customer fills out their information and presses submit, which...
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Follow up Email
...Follow up email to the action taken by an email recipient to an early email in the chain. You can use: The Inbound Connections tab Automations in your Campaign An...
How To Setup Sales Target
...sales are performing. Targets can be setup for Sales, Leads, Appointments or Activities in Gold-Vision, these can then be used in the reporting area in lists such as Sales, Forecast,...
Dashboard Team & User Access
...they are in a primary team which doesn’t have access to the dashboard, but in a secondary team which does, the user will be able to view the dashboard. Show...
Configuring Modern Authentication for Gmail
...service Account. The user must have access to the Google Cloud Platform. The user must have access to the Admin section of the Google Apps Dashboard. Configure email Service Account...
Action Centre
...complete them or view all activities from the Action Centre. Close modal Alerts Alerts are the due reminders for the Activity’s Owner and they are based on the Activity Due...
Document alerting
...alerting configured from the settings area in the top right hand corner of the screen. Then search for ‘Document production’. You will need to be a System Administrator to view...
Configuring Loqate Email Validation
...for validation. Make sure their type is set to Email and there is a tick in the Validatable option. Close modal Similarly, do the same in the Screen Designer for...
