Search Results
Articles tagged "Name" returned 146 results.
Page 8 of 15
Create Dashboards or Menus for your team
...any item. Close modal Enter a name for your list and select either an Existing Menu or create a New menu from this screen. Close modal For more information on...
Create a Lead List
...the screen design and mapping your fields for promotion. Lead List Settings Enter the List Name to help you identify your Lead List. Select your List Type – this can...
Creating Sales Target Charts
...are 3 types to choose from: Target Chart, Heat Table and Gauge Chart. Enter in a unique name, define an X and Y axis and select the period to match...
Managing your Leads
...Lead If you discard a Lead you will have the option to Remove yourself as the owner, or keep it in your name. Close modal Info The default Leads list...
Bulk Document Production
...to File option 4. Enter a File Name and File Format (for output) 5. You must now select how you would like the documents to be stored – you can...
Searching and Filtering Lists
...– this will return all contacts that have ‘brown’ in their name Power Searching Power searching allows users to filter lists with a range of searches such as: Search Expression...
Using Contact records
...already exists on your Gold-Vision system that you would like the Contact to be Re-assigned to – by entering the Account name or by scrolling through the Account list. Option...
Add/exclude recipients to a stage
...of all sources on the left, or search if you know the name of the source you want, you can also filter by My to see just your sources, and...
How to use the legacy drag & drop design tool
...Template and Delete. Close modal To start building your template, first Name your template to something that you will be able to easily find later. Then, simply click on the...
