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Articles tagged "user-defined" returned 242 results.
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Status
Statuses are pre-defined and can be used to easily identify or locate your Campaigns, Emails and Landing Pages. – Campaign – Planning, Active or Completed. – Emails – Draft,...
Landing Page Design
...the Create your own option, or choose from a simple pre-designed layout. Close modal Or use select Themes to select a pre-defined design for your landing page: Close modal Info...
Setup GDPR In Gold Vision
...to special categories of data as defined in Article 9 of The General Data Protection Regulation 2016/679. Define Data Purposes Record why and how long you plan to store personal...
What Is GDPR? Including Best Practice
...and freedoms of data subjects, the processing is not occasional, or the processing includes special categories of data as defined in Article 9. When you consider how often you deal...
Sales Automation
Upon Opportunity creation automatically create a series of activities for team members with defined due dates and follow up. Create an On-Save Alert for an Opportunity Conditions – When an...
Using the Adobe Sign Integration
Generating and Sending eSign Documents There are three methods users can use to generate and send eSign Documents. Use method 1 if you don’t need to edit the document before...
Viewing & Editing Lists
...modal Info Your Administrator can change the default view columns for all users or specific teams. Using the Split Screen Users can use the Split Screen functionality to view the...
User Interface Settings (Notes & What’s Next)
Note Editing As an Administrator you can set whether or not notes can be edited. Notes and What’s Next can be found in Settings – General Settings – UI Settings....
How To Setup Product Group Targets
...a target value for each user. Close modal Close modal Setting up a New User Product Target From within a Product Target you can create individual User targets by selecting...
Role Management
...a special ‘Super User’ role that has access to everything on the portal. The Basic User Role doesn’t allow special access to anywhere. Close modal To Create a Group Click...
