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Articles tagged "multi-select" returned 259 results.
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Create Data Source
...want to use to create your data source and make your selection from your data and click Next. Close modal Give your Data Source a name: Close modal Data Source...
User Management
To invite a new user to Gold-Vision Marketing, click on the ‘+ Invite a User’ button on the top right. Close modal Enter the Users Name, Email and select what...
Folders
...Settings Icon. Close modal Select the Folder and click on the Edit icon to amend the name and Save. Or Click on the Delete Icon to Delete. Close modal...
Configuring Engagement Scores
...Lead screen. To add a Section, navigate to Settings, Screen Design and Select the record you want to add the section to. Close modal Click for more information on Screen...
Adding & Viewing Engagement Scores
Adding Engagement Scores When adding a note to the Correspondence area you can select a score using the Score Change arrow keys. In this video we will show you how...
Completing Tasks
To mark a task as Complete click on the Ellipsis Icon (3 vertical dots shown on the right). Click on the Edit Icon. Select the status to Complete. Close modal...
Images
...select one added previously. Once your image is added, you can edit the size, action URL and padding using the Content Properties tab on the right-hand side. Close modal Close...
Rows (Columns)
...can change column size, background colour, padding and borders. Close modal Saved Rows To create a saved row, hover over your block and select the save button. Name your saved...
Home Page
When you first login your Home Page will be displayed. From here you can create new items, select help resources and view all elements. Close modal From here you can...
