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Articles tagged "Settings" returned 172 results.
Page 7 of 18
Configuring Modern Authentication for Office 365
...Office 365 or the recommended version of EWS. User Impersonation must be enabled. This is set against the Mail Tracking settings page and Calendar Synchronization settings page with the field...
How to create a drag & drop template
...within them. Settings: The Settings tab allows you to edit the overall structure of your email template, with options including content width, background colour and default fonts. Close modal Across...
Connecting to your ZoomInfo Account
...Close modal Tip Create a ZoomInfo Private Key Before proceeding with Gold-Vision configuration Settings you will need to generate a ZoomInfo Private Key. To do this: Login to the ZoomInfo...
Design Tools and Functionality
...These are created to contain the content blocks placed within them. Settings: The Settings tab allows you to edit the overall structure of your email template, with options including content...
Capture, Manage & Nurture Exhibition Leads
...The Exhibition Lead Lists are created within the Lead Management section, available on the View menu, or from the New Menu Close modal 2. Update Screen Design Using the Settings...
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...
Set targets
Create user targets In the Settings area, create user targets for Sales, Leads, Appointments or Activities. These targets can then be used in the reporting area in lists such as...
Using Appointments to manage diaries
...Allows users to see all Sales Appointments by type Close modal Info Appointment Type options can be changed in the Settings area. Set Appointment Outcomes Create reports to measure the...
Creating Accounts & Contacts
...Gold-Vision will complete a Validation Check for any duplicate records based on validation settings and will warn the user if a duplicate occurs. Completing the Primary Contact Record If the...
Managing Duplicate Data
...to de-dupe. To do this go to Settings – open Account or Contact – locate the field – click the Ellipsis Icon – select Configure – click on the Advanced...
