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Articles tagged "Design" returned 138 results.
Page 5 of 14
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 –...
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...
Automated Connect campaign
...Close modal Once created, simply design your mail shot template as normal by either embedding your HTML or creating a new design using the drag and drop editor. Tip From...
HTML templates
...HTML templates that you have previously used in other tools or that your design agency/team have created. From the Template library, select Upload HTML Template option and upload the relevant...
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...
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....
Lead nurture
...you speak to them at the event. Close modal Tip You can select a previous list design to clone to save you time Tip Gold-Vision has been designed with...
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...
Critical Fields
...screen design. Changes to the Screen design won’t be able to be saved until the critical fields are designed on, the missing fields will be listed. Close modal Info If...
