2022-10-13 Live Training Call

Questions answered on this call:

15:30 Outside Data Service Integration (DataTree)
18:20 Create a New Support Ticket
19:00 How to Import List
21:00 How to create a subset of records for a Campaign (Move records to On Hold Status)
33:11 How to use the Name and Signature from antoher User
39:15 How to Export all records in all Tabs
42:40 How to Export a subset of records
44:15 Move records to File Closed Status
46:00 KPI’s Key Performance Indicators
46:30 Add and Edit Custom Roles for Users
53:30 Document Template Settings



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