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Articles tagged "pre-defined" returned 171 results.
Page 7 of 18
Calendar Synchronisation
...service account user once rather than having to define it in each user individually. The default time zone and calendar type can also be defined. Close modal Info If there...
Configure your Lead Screens
...Name Last Name Contact Phone Mobile Email Adding Fields Additional fields can be added to the screen, including the fields on your cvs file and new user defined fields. Fields...
User Mail Tracking Setup with Basic Authentication
...Confidential in Outlook In an email in Outlook, the email Sensitivity can be defined from the Message Options section on the message ribbon. Also, if a person replies to a...
How Do I Export Data?
...or remove fields. Once you have saved your report you are then given the option to Export Data. Close modal Tip Tip: User defined reports can be copied and edited....
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...
Integrations Pricing
...Space with Account & Activity Pages Storage included as part of standard Gold-Vision Cloud allowance £295 Portal Subscription – Single Account Access On-Premise Customer up to 250 Contacts/ Logins One...
General
Use General Settings to make changes to your Language, Date and Currency Format options. Close modal Contact Preferences The ‘show all brands on contact preferences’ option controls whether all brands...
Managing Appointments
...of their Calendar under My User Preferences Go to Settings then click on My User Preferences Close modal Under Appointments select the default view for Appointments, period and duration: Close...
Using stock templates in Connect
...templates available to use. To preview the template in more detail, select preview, or click on apply to add it to the design space. Close modal Editing stock templates Once...
Simple Time Management
...if for example you would like to record the time used for pre-sales by your Sales Team . For this specific example users will log the time used for Pre-Sales...
