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Articles tagged "Name" returned 146 results.
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Landing Page Forms
...right. Close modal Form Name – Give your form a name. Provider – the URL will automatically default in this field and can be updated. Lead List – Click on...
Emails Overview
...about the different email types. Email Description Name – Give your Email a description. Brand – The previously selected Brand Name will automatically be displayed. Campaign – You can optionally...
Configuring Time
...displayed. Close modal From here you can click on the Ellipsis Icon to select Configure. Close modal From here you can click on the Name to rename the section and...
Outlook Plugin
...may need to specify your logon details (including domain name). The proxy settings allow you to set a proxy address if needed to connect to the Gold-Vision server. If you...
Manage Your Day
...set up all of those columns and filters again next time. Simply click on the Actions menu and select Pin To Menu. Then, give your custom view a name and...
Getting Started
...to log into your CRM via your URL. This can be done from any device using your Gold-Vision username and password. Every day starts with your personal Home Page. From...
Portal View – Examples
...to configure this please visit the configure Activity or Account portal pages. For example: If you have chosen Contacts the contact names and fields will be displayed. If you have...
Brand Settings
Access the Settings using the Settings Cog on the right-hand side: Close modal You can rename your brand in the first section. Sending Emails Default Settings These fields allow you...
Viewing Data Sources
...can search for data sources by Name, Dates, Total Recipients and Item Type. On the left-hand side, you can use filters to narrow the list of Data Sources. Filter by...
Team Management
...new team name and save it. Close modal Add a Member to a Team To add a member to a team, select + Add User. Close modal From here you...
