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Articles tagged "date" returned 134 results.
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Portal Overview
...your customers to view, update and create new information related to them pulled directly from Gold-Vision enhancing your customers experience and assisting with customer satisfaction. Our Portal framework uses the...
Performance
...Clicks and Form submissions by date. You can select the timeline view required, All Time, Last 3 Months, Last 6 Months or Custom to select a date range. Close modal...
Email Send or Schedule
...been completed. Click on Send now to send the email immediately. Close modal Or click on Schedule for later to set the timezone, start date and start time for...
Creating Sales Target Charts
...settings, you can create custom date periods to match Financial dates used by your business Click on ‘Views’, select ‘Report’ and then ‘Create a New Widget’, select ‘Target Chart’. There...
Report, Calendar, Map and Flows view
...with date fields, for example Appointments, an Activities list with Start or Due Dates or or an Opportunities list with Estimated Close Dates can be viewed as a calendar. Close...
How Can I Use Profiles?
...profiles are… Multiple profiles can be created against an Account and Contact. Profiles make it easy for you keep records up to date. Expiry dates can tigger alerts to remind...
What Is GDPR? Including Best Practice
...EU. GDPR was agreed upon by the European Parliament in April 2016, starting the countdown to enforcement from May 25th 2018. Companies that fail to reach compliance by this date...
On Save Alert
...Close modal Action Add Parent Condition Always include a create or update condition Tip Tip: Reminder alerts can be set up to show a renewal date is...
Sales Automation
Upon Opportunity creation automatically create a series of activities for team members with defined due dates and follow up. Create an On-Save Alert for an Opportunity Conditions – When an...
Loqate Email Validation Integration Overview
...use our integration with Loqate to bulk validate your email addresses for your leads and contacts and easily see the status of your customer and prospect email addresses in your...
