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Articles tagged "using_portal" returned 244 results.
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Mail Tracking Settings for Gmail
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Mail Tracking Settings. Close modal 3. Select Type IMAP Set the ‘Type’ to IMAP v2....
Mail Tracking Settings for Office 365
2. Select Actions→ Mail Tracking Settings. Close modal 2. Select Actions→ Mail Tracking Settings. Close modal 3. Select Type Office 365 4. Set the Authentication method to ‘OAuth’ 5. Select...
Calendar Settings for Office 365
...Select Test to test the settings 10. Select Save to save the settings Close modal Note You will need to repeat this process for all users, using Calendar settings....
Disabling & Deleting Users
...any items owned to be transferred to other users – using Bulk Replace. Un-tick the ‘Show on User List’ if you no longer want items allocated to a disabled user....
Connect Drag & Drop Design Tool
Who is it aimed at? Anyone interested in finding out about our Connect Drag and Drop Editor. What does it cover? Overview of using the editor to design professional looking,...
ZoomInfo Integration Overview
...to create new Gold-Vision Accounts, Contacts and Leads by coping the URL from ZoomInfo. Benefits of using the ZoomInfo Integration Saves time – Simply paste the URL directly into Gold-Vision...
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...
Brand Style
...to add your logo and set a logo to be the Primary Logo: Close modal When adding a colour, specify it using the colour chart or your HEX or RGB...
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...
