How do I delete a list in the CRM?...also be a checkbox where you can select if you would like to delete the contacts on the list from the CRM. Click the checkbox if you would like to delete the contacts from the CRM, then click OK, or...CRM FAQs
How do I use the Form Builder hidden field element?...Form Builder application, allows form creators to automatically assign a value to the contact in the CRM. Although the hidden field is not visible on the form to recipients, this element can be seen...Form/Survey FAQs
How do I search for hard bounced email addresses?...bounced email on a specific mailing list you'll need to go to the Search Contacts section of the CRM application. Select the list that you wish to search or leave the default value to search all...CRM FAQs
How do I install Microsoft Dynamics?...here: https://app.simplycast.com/?q=integrations#/marketplace.2. Select the Microsoft Dynamics CRM integration and select Install.3. Enter the Microsoft Dynamics configuration information...Integrations FAQs
How do I do an email address search for an individual email?...To do so, begin entering the email address into the "Search" bar located on the Contacts page of the CRM. As you begin typing the email address into the search bar, the list of contacts automatically...CRM FAQs