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Using Activities
... Using Activities Displaying Activities Activities that have already been created can be accessed from within the record they're related to and are ...
Record Templates
... Record Templates Record Templates allow you to have any record filled with a pre-existing value when you open a form, essentially a default value. For exa ...
Using your Dropbox
... Using your Dropbox Once you've set up your Dropbox you can start sending emails to it. Typically there are two ways that you might send emails to yo ...
Converting Leads
... Converting Leads Leads usually consist of information about a Person (or people), an Organisation and, potentially, a sales Opportunity . Only ...
Email Dropbox
... Introduction to Email Dropbox If you have emails that were either created outside Workbooks (in Outlook or Google Mail for example) or you've received emai ...
Campaign Membership
... Campaign Membership Tracking and managing members ( People , Leads or Organisations ) that are being targeted by a specific Marketing Campaign ...
Automatic Salutation filling for Person Records
Hi, When you make a person record, is there a way to set the automatically-filled 'Salutation' field so that it always shows as Dear *firstname* rather than Dear *Mr lastname*? Thanks Hello, Yes, the support team Hello, Yes, the ...