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Articles tagged "The Basics" returned 386 results.
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Configuring Loqate Address Lookup
...and Licence Key. Open the Settings menu Select Users under User & Team Administration Click on the name of a user to open them Enter Edit Mode by clicking the...
Lead capture
...the administration console and choose one or more specific pages that are of interest. Don’t forget to tick the box to create new Leads if they don’t already exist. Step...
Using the ZoomInfo Integration
...prompt for the URL which you can paste from ZoomInfo to import the data. Once you click Import the information from ZoomInfo will be displayed. Close modal You can then...
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...
Using Loqate Email Validation
Single Address Validation Open your contact record and click on the Validation icon on the right hand side of your email address field. Close modal Or, similarly on your Lead...
Using Standard Paragraphs in Advanced Mode
...Settings search for Standard Paragraphs, click new, enter name, the text Close modal Once created the paragraph can be added to the screen design. Select the field → Configure Close...
Add Web External Items to Dashboards
...Close modal Add New – As above enter the relevant information to add a new item Edit – Change the details on the item Delete – Remove the item from...
Automatically creating Project Activities
...Configure and manage data settings Enter a name for the Activity Set an Owner Set a Type To set the start date 2 weeks after the created date, enter the...
Automate the sales process
...a demo within 7 days is automatically created: Close modal Create Reminder Alerts Use alerts to remind the sales team to follow up an Opportunity In this example when the...
Office 365 Contact Sync Integration Overview
...as the ability to sync your contacts from Office 365, you also have the option to import them, individually or in bulk. Setting up the Office 365 Contact Sync Integration...
