Search Results
Articles tagged "menu" returned 124 results.
Page 8 of 13
Managing Duplicate Data
...dormant rather than deleting them, this can be done from the Actions menu. Close modal Tip Tip: Dormant contacts can be made live again, by going to the Contacts list...
Mobile Device Access
...Full access to your dashboards, menus, and action centre Tip Tip: It is recommended to perform more complex administrative tasks such as screen design on the desktop view Close modal...
Using Bulk Replace
...rather than having to update records individually. Bulk Replace Filter your list and select Bulk Replace from the Actions menu More information about how to filter lists can be...
Using Sites
...Close modal Add Links to a Site Setting links and relationships between Site records and other Gold-Vision items can be done by clicking the links icon on the Site menu....
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...
How to use the legacy drag & drop design tool
...first element you want to use from the Elements menu on right, drag it over to the left and drop when it is in the right position. Once you have...
Overview (web, email, social)
You can view touch points by clicking on the View menu and then selecting Touch Points. You then have the option of filtering the view by All, My, or Team...
Add to an existing source
Add to an Existing Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Go to the Actions menu, select...
Using stock templates in Connect
...templates that are easily customisable to match your brand style. To use one of the stock templates available, select Templates from the upper righthand side menu. Select + New, then...
