Discussions
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Newbie questions
Hello everyone,
I'm a total novice at using NS, although I've used other CRM systems for a long time. I'm having to sort of figure out NS on my own, without access to classroom training.
Some of the stuff I want to do seems simple to me but I'm not sure 1) it's do-able in NS or 2) I just can't figure out how from the help docs.
Is there a FAQ of NS newbie questions?
For example, right now I just want to be able to pick some records from a view and send them all the same email. I really can't create a group to do it for various reasons (the search criteria aren't deterministic enough, the total volume of records precludes picking individuals from a drop down of members, not all my people have permissions to create a group, etc).