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Articles tagged "follow-up_stage" returned 138 results.
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Managing Opportunities
...next actions e.g. follow-up phone calls. How to Create Appointments Once an opportunity has been created, appointments can be created How to Create Quotes Further Opportunity Actions Close modal Add...
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...
Managing Appointments
...on your default calendar and synchronisation setup. The appointment will appear in Outlook / Google once synchronised. Click here to find out more on how to setup Calendar Synchronisation. ...
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...
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...
HTML templates
...HTML templates that you have previously used in other tools or that your design agency/team have created. From the Template library, select Upload HTML Template option and upload the relevant...
Touch point automation
...to automatically create follow up activities for team members to make their next steps even easier. You can also use touch point automation to create touch points from alerts. Info...
Introduction to Time
...are available in the following areas: Account Account Activity Contact Activity Opportunity Opportunity Activity Project Project Activity Time Features Time feature has been designed to also allow users to record...
