Knowledge Base
FAQ
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Contact
Base de connaissances
Action! Getting Started
(15)
Assign Contact to the Sales Process
Import your Contacts
Good News
Address Book
(14)
Manage User Defined Fields
Overview: The Contact Profile
Import your Contacts
Admin Panel
(13)
Update Logo
Add, Change or Remove Yubikey
Admin: Configure Your eWindows
Calendar
(4)
Calendar Appointments/Events
My Day Calendar
Calendar Agenda
Campaigns and Marketing
(2)
Campaign Types
Constant Contact Integration
Company Front Page
(8)
Your Company’s Front Page
Custom Front Page Widgets (HTML)
Email Good News to Your Front Page
Core Concepts
(4)
Dashboard Overview
The “New” Menu
Overview: The Contact Profile
Email
(5)
Email Templates
Send an Email
Email Signature
eWindows
(7)
How can I change the security permissions on a client’s resource library files?
eWindow Email Notifications
eWindow Access
Google
(5)
Google+ Login
Turn ON 2-Step Verification (Google)
Google Integration
Integration
(1)
Ontraport Integration
Microsoft Business Account Integration
Authenticating with Microsoft Business Account
Meeting Dashboard
(5)
Archived Meetings
Join a Meeting
Run a Video Conference
MY Dashboard
(5)
My Day Calendar
Real-Time News Feeds (RSS)
Managing To Do’s (Tasks)
Productivity
(7)
Send an Email
Duplicate Prevention
My Tags
Project-Based Learning
(9)
Submitting assignments
How do I add/change my profile picture?
I’m a new user. Where do I start?
Resource Library
(5)
Contact Resource Libraries
Manage Files/Folders
Upload Files
Sales & CRM
(4)
Sales Process Activity Report
Communication Reports
Assign Contact to the Sales Process
Security
(2)
Turn ON 2-Step Verification (Google)
Add, Change or Remove Yubikey
Virtual University & HR
(5)
HR Performance Results
Manage Staff Awards & Certifications
Manage Staff Skill & Rating