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Articles tagged "follow-up_rule" returned 139 results.
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Managing Quote Products
...your quote you will need to make sure that Products have been set up, click here to find out how. Add Items Icon Close modal Click on the Add Items...
Creating Accounts & Contacts
...from the following options: Public – all users have access. Team – the Account Manager, other team members, the assigned manager, executives and/or administer groups have access. Private – can...
Creating & Using Notes
...you have a portal set-up. The note will appear in the portal once it has been saved. Send Alert – tick this box if you would like to send an...
Mail Tracking
...modal From the Email screen you can complete the following actions for that email record: Reply/Reply to All/Forward: reply to all recipients in the email including CC and BCC. New...
Using Contact records
...the Contact Record following Account reassign. Click Edit to change any details, such as address, email, telephone, click Save to update changes. Further Account Actions Further actions can be performed...
Create a ‘Cherry Picked’ source
...and then press save: Close modal Alternatively, you can click the New icon on your Sources list and then follow the steps above: Close modal You can also add individual...
Copy/delete a campaign stage
...reason, you need to Delete a campaign stage, simply open the campaign stage in question, click Action and Delete. Info You can also delete a campaign by following the same...
Campaign stage types
...and save your campaign stage, choosing Phone as the Media type. Next, create a follow-up action for the stage: Close modal This process will create a call activity for the...
Data privacy opt in
...template that will request opt-in for future mailings: Close modal When a recipient clicks on the link within the email, they will see the following screen: Close modal The recipient...
