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Articles tagged "multi-select" returned 259 results.
Page 21 of 26
Assigning Leads
...Select the Action Menu and choose to Assign Leads. You will be presented with an option on Lead Assignment, available in the view menu: Close modal Once this is completed...
Create a Lead List
...the screen design and mapping your fields for promotion. Lead List Settings Enter the List Name to help you identify your Lead List. Select your List Type – this can...
Standardise documentation
...select a template and either Save to File, Download, Send as Email or Attach to Email: Close modal To find out more about Document Production click here. Send Proposals via...
Use Google to Map your Sales
Map Opportunities / Sales or Leads Go to the list of your Opportunities and select the Maps View Close modal Crete routes to visit your opportunities or check if there...
Creating Accounts & Contacts
...only be accessed by the selected Account Manager and Gold-Vision Administrators. Email Domains Enter email domain(s) for the Account, e.g. gold-vision.com (after the ‘@’ symbol). Any email containing this email...
Pin to Home Page & Menu
...user menu they have permission to edit. When the custom item is selected from the menu the new item dialog will be opened with the template field data pre-filled as...
Mail Tracking
...open a new Outlook email with the email address predefined Close modal 2. From the Actions Menu against the Gold-Vision record select Email Option Close modal Primary Email Actions Close...
Add/exclude recipients to a stage
Add Recipients To add a source to a campaign stage, use the Sources drag and drop section at the bottom of the Campaign Stage Overview page. Select from the list...
Overview (web, email, social)
You can view touch points by clicking on the View menu and then selecting Touch Points. You then have the option of filtering the view by All, My, or Team...
