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Articles tagged "The Basics" returned 386 results.
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Engagement Overview
...Engagement History shows a trend over a seven-day period. The Trend arrow shows the overall positive or negative trend over the last 60 days. Close modal Engagement Sections display an...
Marketing Settings
...the volume of emails within a given number of days. Limit by Type allows you to limit the number of emails that can be sent based on the email type....
Teams & security for Sales
...to view these. Public – all users have access Team – only the users in the same team as the owner of the Opportunity have access Private – only the...
New Campaign
Use the button at the top right of the screen to create a new Campaign. Close modal Give your Campaign a name and assign your Campaign to a Brand if...
Your To Do & Alerts List
...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 Date/Time. If the...
Edit Account and Contact Addresses
...or Contact record click Edit go to the Site field click the Edit button The site record will then be displayed and users can update the Site address. This will...
Campaign activities
...will help you to track the progress and performance of your campaign. You can also add the cost of your campaign in the Campaign Stage details which will help you...
Calling the API with IdentityModel
To send the access token to the API you typically use the HTTP Authorization header. This is done using the SetBearerToken extension method: // Call api var client = new...
Connect reporting
...the creation of an activity for each recipient. This activity would then have the recipient’s account manager set as the Activity Owner and a due date applied to the activity...
Product Settings
...may be altered by non-administrators, therefore ensuring that true discounts are measured. Base Currency Symbol The base currency of the system would tend to be the main operating currency of...
