* To enter personalization variables, select the 'Field Choose'
icon.
*
You can select either user/company/ contact fields.
NOTE: You can access database added to the page, and insert its
variables into the text box.
*
Consider adding user fi...
* In the email template editor, click on the which is under
Insert tab, which is our field chooser. For information on how to
access the template editor, click here
[http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/367/178/how-do-i-sen...
THE PARTNER CREATION AND MODIFICATION PROCESS
FEATURE:
This feature enables users within a company to interact with each
other and have access to create smart list, drip, scoring, reporting
etc. for users based on their Internal and External activitie...
How to Lock the Planning Tab within "Organization"
FEATURE:
This feature allows the User to lock the "Planning" tab of
Organizations once the revenue targets are set for the period. The
User can unlock it for next period time or for adjustments.
WHO ...
