Purpose of the application
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In the notification center, any notifications about events, reminders, and system activities are stored. [more detailed info is here]
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Chat messages
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In chat messages, there are Deal rooms and Collaboration rooms listed with the last updates in them. They can be entered as well via this icon.
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via Marketing Lists: in this case, the selected marketing lists will be auto-substituted to the campaign.
Email campaign wizard
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You can use filters in the filter panel to shorter the list of available templates for the organization
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Config templates
Details
Config tool on how to
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You can filter by configuration, entity, and template type.
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How to use the configuration tool
copy an existing template by clicking on the "Copy” button in the action menu
Change the default name in the “Name" textbox to be able to find your new template and click save
Find your template in the search results and click on the “Open configuration tool" in the action menu
Now you can add, remove or change existing fields
Mapping tool
Users with the role “Config Editor" and organizations with SalesForce can have access to the mappings customization. You will be able to change default field mapping or add a new field for data sync from SalesForce to MarketSpace.
Please refer to “Mappings” in the left menu (R7) or the "Gear” icon in the header (R7.1)
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To change any mapping please click the “Edit" button in the action menu. If you made any changes and you want to reset to default state - click “Reset to default" button.
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On the edit mapping screen, you can see CRM fields on the left and MarketSpace fields on the right
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After you made any changes click the “Save” button