Avatar

Daniel Gould

  • Total activity 26
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 16

Activity overview

Latest activity by Daniel Gould
  • Avatar

    Daniel Gould created an article,

    Editing recipients

    If you need to add, delete or edit a recipient, Folloze makes it easy to edit the list before the board is sent out. To edit a recipient:1. In your recipient list, hover over the row with the recip...

  • Avatar

    Daniel Gould created an article,

    Invite vs. Send

    Invite and Send are both crucial steps in the Folloze process. But there are a few key differences between these features: Invite Used to invite internal users from your company to a board Can onl...

  • Avatar

    Daniel Gould created an article,

    Uninstalling the Folloze add-in for Outlook

    If you have an existing Folloze add-in installed in Outlook, here’s how to uninstall it: 1. Open your desktop version of Outlook. 2. Click the File menu. Select Manage Add-ins. This will take you ...

  • Avatar

    Daniel Gould created an article,

    Editing a channel

    Sometimes a channel might need tweaking, whether to fix mistakes, or so you can use it for a new purpose. To edit a channel, follow these steps: 1. Go to your Folloze homepage. 2. In the left sideb...

  • Avatar

    Daniel Gould created an article,

    Unsubscribing from a channel

    If you no longer need access to a channel, you can always unsubscribe from it, and then rejoin later if needed. To unsubscribe from a channel: 1. Go to your Folloze homepage. 2. In the left sidebar...

  • Avatar

    Daniel Gould created an article,

    Subscribing to a channel

      Sometimes, you might learn about a channel without having been directly invited/subscribed to it (for instance, because someone sent you a channel link). To subscribe, just follow these steps:  1...

  • Avatar

    Daniel Gould created an article,

    Sharing a channel

    You can share a channel one of two ways: via email invitation, or by sharing a link. Inviting subscribers to a channel In this method, you send your invitee(s) an email invitation from within Follo...

  • Avatar

    Daniel Gould created an article,

    Adding boards to channels

    Once you create a channel, you can begin adding boards to it. Here's how: 1. Go to your Folloze homepage. Find the board you want to add. 2. Hover over the board tile. In the upper right, click the...

  • Avatar

    Daniel Gould created an article,

    Creating a channel

    A channel is a place where you can group boards that are related to each other. You can create a channel for a specific product, campaign, sales region – really anything!  Channels make it easy to ...

  • Avatar

    Daniel Gould created an article,

    The Federated Model: one board, multiple users

    In the Federated Model, one board is shared by multiple sellers from the same team. However, each team member invites only their own prospects to the board, and only receives notifications from the...