Search Results
Articles tagged "options" returned 115 results.
Page 7 of 12
Using Account records
...relationship options can be predefined by Administrator Users in the Settings area Creating document templates from an Account Document templates can be created against Account records from the Word icon....
Using Contact records
...Contact, select the Relationship then click Add Close modal Info Links relationship options can be predefined by Administrator Users in the Settings area Creating documents from a Contact Document templates...
Using The Flows View
...data horizontally and vertically by selecting the relevant fields – You can see you can hide options too and also select a numeric field to show an Aggregate Value. Click...
Create a ‘Cherry Picked’ source
...Contacts or Accounts to the source from either the Action menu on the Campaign Source: Close modal Or by clicking on the Add Accounts or Add Contact options in the...
Lead capture
...specific page(s) using the touch point configurations options, and set the ‘Raises Over’ Touch Point score. Next, add an action. We’ve chosen to Raise an Alert in Gold-Vision for Sales...
Run and re run a stage
...same dialogue box will appear with 3 tick options: Close modal Create follow up activities: automatically creates activities when the stage is run. Used for things such as phone follow-ups....
Welcome new customers
...created that contains your customers. Run your stage using an Automated Run, choose your automated template from the drop down options, and set a start and end date. This Campaign...
Introduction to Time
...and easily create a Summary report for your customers and internal reporting. You can also create Dashboards and Reports using the Time Entries Data Source and Time / Unit options....
Creating A Chart
...from the View menu. Close modal You will then have the following options: Close modal Select create a new widget and select Chart Select the chart type then choose the...
Creating A Count
...from the View menu. Close modal You will then have the following options: Close modal Select Count, amend the name if required. Close modal Counts can be renamed and pinned...
