How do I add a role to an existing user?...will direct you to the user profile page. The second section in a user profile is the Application Role Mappings section, where you are able to add specific sets of pre-created roles to the user that...Account Networks FAQs
My email report says there’s a problem. Can I fix it?...error. If the data appeared to be in the proper format, you can check and see if the fields have been mapped correctly. Field mapping would have occurred when you imported your mailing list - it is the...Email FAQs
How do I upload a new CRM list?...communications from you. Click Next and you will be sent to a page where you can determine your field mapping settings, such as what you would like to do with any duplicate data and select your column...CRM FAQs
Can I add multiple or alternate emails for the same contact?...View in Contact Manager Click Edit Columns Select New Column Name your column This name is used for mapping the column on subsequent uploads Example: alt email, email2 please use lowercase for naming...CRM FAQs
Does SimplyCast report bounced emails?...campaigns. These reports include the queued and sent numbers, open and click through rates, location mapping, and more. Among these reports are the hard and soft bounced emails. The email report shows...Deliverability FAQs
How do I install Base CRM?...new list is created for each connection. You cannot choose an existing list.) 6. Configure your field mapping for the connection. Source Columns: These are the fields coming from Base CRM Data Flow...Integrations FAQs
How do I install Pipedrive?...new list is created for each connection. You cannot choose an existing list). 6. Configure your field mapping for the connection. Source Columns: These are the fields coming from Pipedrive Data Flow...Integrations FAQs
How do I Install Second CRM?...new list is created for each connection. You cannot choose an existing list.) Configure your field mapping for the connection. Source Columns: These are the fields coming from Second CRM Data Flow: This...Integrations FAQs
What do the fax error messages mean?...documents, treating text and images as a single fixed graphic image, which the machine converts into a bitmap. The word fax (short for facsimile) brings to mind a large machine connected to a telephone...Fax FAQs
How do I install Zoho CRM?...new list is created for each connection. You cannot choose an existing list.) 6. Configure your field mapping for the connection. Source Columns: These are the fields coming from Zoho Data Flow: This...Integrations FAQs
