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Articles tagged "templates" returned 47 results.
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Managing Activities
...Create Documents from an Activity Use document templates to send a letter or an email to the Contact for the Activity with pre-defined company details completed by clicking the template...
How to create a drag & drop template
...this nice and simple. Creating and copying templates To create a new blank template, select Template from the menu options in the upper righthand corner. From the template library view,...
Viewing & Editing Lists
...Add on required) Template (Create bulk documents from Templates) Link (Link multiple items) Edit (Edit records in bulk) Delete (Delete records in bulk) See our clip below Close modal...
Gold-Vision 8 Upgrade Planning
...is no longer supported in Gold-Vision 8. Please contact support if you have users who use templates stored on their machine rather than accessing shared documents Outlook Campaigns Do to...
Asset Library
Your Asset Library is your repository for all the imagery that you want to use within your Brand, in your templates, emails and landing pages. Upload Images Upload your...
Tasks Overview
...Brands, Assets (Images), Templates, Landing Pages, Campaigns, Social posts and more. A task can be linked to a Campaign, Email, Generic, Landing Page or it can be a standalone task....
Email Design
Click on the Design button to build your Email content. Click Browse designs. Close modal Choose from your previously created Brand Templates, copy the content from an earlier Email or...
Managing Appointments
...may be added. Notes are then visible under the Correspondence section. Click here to find out more about Notes. Use document templates to send a letter or an email. More...
Creating Home Page Dashboards
...on the + Add Dashboard icon. Close modal You then have the option to select to add a new Templates or add a Shared Dashboard. Close modal To add a...
Xero Integration Overview
...consolidated view. Inspect customer and transaction history and create interactive reports in real-time without leaving your CRM. Simple quote creation Create professionally branded quotes using customisable templates in minutes. Simply...
