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Articles tagged "screen design" returned 187 results.
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Enable Portal Access
...the Screen Designer: Go to Settings open Screen Designer and select Contact. Close modal Click the Ellipsis Icon select Add Page, add a page name and click on OK. Close...
Configuring Engagement Scores
...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 Design....
Create a Lead List
...the Default view if you haven’t created your own Lead List Design in the Settings area. – Designing Lead Screens. Enter the details and Save your new Lead List –...
Landing Page Design
Click on the Design tab or Design button and select the Browse Designs button. Close modal You can either start your design from a Brand Template by simply by...
How to create a drag & drop template
...the same steps as previous. Select + New from the template library, then Drag & Drop. When the design tool has loaded, click on ‘Click here to copy another design’....
Importing your Leads
...begin. Close modal What Next? Configure the Lead Screen Configure your Lead Screen using the Screen Designer. Lead List Settings From the View menu → Lead Lists → Select the...
Create An Event
...you may want to include on your Event Screen Design to ensure you have all the information related to your Event. Standard Fields Are available to track Event information some...
Protected: ID TEST – Column Block with default
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Touch Points introduction
...simply add a section to their screen design for this reporting – Changing the Screen Design – Adding Sections You can choose to Add Touch Point reporting to either your...
Simple Time Management
...functionality, make sure the following items have been screen designed on the required Gold-Vision records: Time Section has been added to the screen design – to find out how to...
