Lists
How Do I Create a Account Smart List?
Introduction: The Account Smart List feature allows users to dynamically segment and manage accounts based on customizable conditions. It mirrors the functionality of the Contact Smart List and is ideal for targeted account workflows, reporting, ...
How Do I Integrate Google Calendar with Mindmatrix?
Feature: This feature allows users to integrate Google calendar with Mindmatrix including syncing calendar events and associated contacts. Who will be using this? This feature can be enabled for all users in a company to have the ability to integrate ...
How do I Implement Deal Registration, Opportunities, Certification, and Courses in Organization Scoring?
Introduction: This guide covers the implementation of new features for Organization Scoring, focusing on Deal Registration, Opportunities, Certifications, and Courses. Each feature contributes to the overall organization score, reflecting various ...
How do I import events into the Bridge Calendar System?
Introduction: The ability to import events into an event calendar system significantly enhances event management efficiency. This feature allows users to integrate event data from sources like Excel spreadsheets, eliminating the need for manual data ...
How do I create and share a list of accounts?
Account static lists will allow you to create a list of accounts (companies) associated with contacts in your database. Click on your list section. Click on the Account Static List option. Click create and complete the creation wizard. You can name ...