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Articles tagged "The Basics" returned 386 results.
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Introduction to Projects
...is responsible for the task, and Due Date, the date that the task needs to be completed by. Close modal Each Project and its corresponding Activities can be managed through...
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...
Portal Overview
Launch modal Launch modal Launch modal Launch modal Close modal Overview CRM and Portals are relatively common these days, customers increasingly favour self-service online areas where they can access a...
New Task
From the main Tasks list, click on the + New Task icon at the top right. Close modal Enter a Task Description. Select a Start and Due Date. Status –...
Completing Tasks
...dots shown on the right). Click on the Edit Icon. Select the status to Complete. Close modal Click on the Tick to Save or the Cross to exit without Saving....
Landing Page Publish
...the Pre-Send Checklist has been completed. You can click to Publish Now, or you can Schedule for Later. Close modal You can also set a time for the landing...
Merge Fields
...from a quote, use their customer reference number, or use an expiry date of a subscription or a licence key from their profile. Merge fields can be used on the...
