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Articles tagged "multi-select" returned 259 results.
Page 22 of 26
Delay sending follow up
...you delay the second email by 2 days. Close modal Run the Stage and select Automated Run. Choose the timing, your Connect Automated Template and Start Automated Run. Recipients who...
Google Analytics
...google info in links is selected, the following parameters are included in link URL’s: utm_source = gvconnect utm_medium = email utm_content = <campaign type> utm_campaign = <campaign stage name> The...
Lead capture
...follow-up of hot leads. Close modal What happens next? When a lead visits the selected pages on your website and reaches a score of 60 or above, all Team A...
Viewing & Reporting-Time / Units
...the View Menu and select Time Entries Close modal From the global list users can filter to see time / units logged by Account, User, Created Date or Item Type....
Creating A Gauge Chart
...New Widget Close modal Choose a Target Chart then select the type as Gauge Chart Close modal Add the Name for your chart and choose your Y-Axis Add your thresholds...
Creating A Target Chart
...Enter a name and select the time period that your Target has been created for, this will display a list of the Targets available. This is an example of a...
Category Management
...a new Category has been added you can select the Items you want the category to be available in. Close modal Propagate To Parent Items Info The Propagate option will...
Custom Date Periods
...available to users when the calendar icon is selected on a date field either in a List View or when creating a Report Close modal Tip Tip: Don’t forget to...
Enabling Highlight Rules
...a date has passed. Setup Highlight Rule From the Settings area open Screen Design. Select any Date or Numeric field and configure the field. Our web clip below takes you...
Filtering Sublists
...same method, select the + symbol to the right handside of the list and add your preferred column. Close modal If you cannot see the column you wish to add,...
