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Articles tagged "multi-select" returned 259 results.
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Updating an Import
...could create a unique reference for all leads. Update Import step by step Right click on the original Lead Import and select Update Import Close modal Select the updated file....
Using the Generic Phone Integration
...Integration Profile Settings Under Integration Type select Telephony Select the Default Profile (if more than one profile exists speak with your system administrator) If you have an extension number enter...
Managing your Sage 50 integration
...Close modal 2. Click Next, select the Existing Company Name then click OK Close modal 3. Select which modules you want the tool to run for you. Items on the...
Add Widgets to a Home Page Dashboard
...Widget. Close modal You can now select the Data Source i.e. which list you want to create your widget from (see below) Add filters if required Select the type –...
Landing Page Design
...hovering over a current template and clicking Select. Info See Brand Overview for more information on Brands. Close modal To create a design from scratch, click Layouts and then select...
Building your Template
...row, there is the option to Duplicate. When you select duplicate, a direct copy of the content or row will appear below: Delete Click on a row click and select...
New Task
...To Do, In Progress or Complete. Owner – select a name to assign the tasks to a team member. Item – Click on the link icon to select an item...
Standard Reporting
...run as and when you need them. Create & Run a report From the View Menu, select Reports → Standard Close modal Click the report and select Run → click...
Configuring the Eventbrite Integration
...are then select Integrations Mappings then choose Eventbrite Integration Close modal The mappings available for each “Module” can be accessed by selecting the “Configure” button to the right: Close modal...
Create a campaign stage
Campaigns can be designed with one or multiple Stages, as complex or simple as your requirements. Stages define the medium you use to send your campaign (e.g. Connect Email, Phone,...
