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Articles tagged "multi-select" returned 259 results.
Page 5 of 26
Configuring the Generic Phone Integration
...as below. Open the Settings menu Click on Integrations Select the “Manage” tab Click Configure next to the Generic Phone (CTI HTTP) integration Against the Default Profile select Edit Profile...
Managing Quotes
...quote, select Action – Copy –then Select an Opportunity – a new dialog box displays asking how many quotes to create and at what interval; monthly, quarterly, annually or none....
Creating An Opportunity
...from the New Item Menu From Gold-Vision click the plus button then select Opportunity Close modal Option 2 – from the Account record From the Account record click on the...
Email Design
...to add multiple senders which will be selected at random and can improve deliverability. Add Subject Subject – Enter a subject line for the email. Click on the + Add...
Office 365 Contact Sync Integration Overview
...views to filter your contacts within Gold-Vision. Save time – You can sync, or unsync, up to 50 contacts at once using the multi-select tool. Import option – As well...
Configuring LiveChat Integration
...to perform. In LiveChat, navigate to Settings > Integrations > Webhooks and select the “+ Add a webhook” link. Select the +Add a webhook link Copy the “Chat Started Webhook”...
Calendar Settings for Gmail
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Google as the type. 4. Input the google service...
Calendar Settings for Office 365
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Office 365 as the type. 4. Input the users...
Run and re run a stage
...can go into your campaign stage overview and select the play icon at the top of the page: Close modal Whichever way you choose to run your campaign stage, the...
