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Articles tagged "Team" returned 105 results.
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Team Management
...for the user please visit User Configuration page. Team Options Click on the team name to open the team, you will then be able to see: Users within the team...
Dashboard Team & User Access
...then select the Share options. Close modal Include Secondary team members – tick to allow access to users in a secondary team. Users can be members of multiple teams. If...
Team Management
You can organise your Marketing users by keeping them in Teams. To create a new team, go to ‘Team Management’ and press ‘+ New Team’. Close modal Then add a...
Create Dashboards or Menus for your team
Create Homepage Dashboards or Menus for your team and make them public. This will help to make sure everyone is working from the same sales data. Dashboards can be created...
Manage your Sales Team Introduction
Pipeline management Set performance targets for your entire organisation, per team or per person. The Opportunities module provides a central hub for quotes and activities, allowing you to work more...
Teams & security for Sales
...to view these. Public – all users have access Team – only the users in the same team as the owner of the Opportunity have access Private – only the...
How Can I Restrict Access?
...access set to: Public – all users will be able to access the record. Team – the Account Manager, other team members of the Account Managers team, plus assigned manager,...
Microsoft SharePoint Online Integration Overview
Close modal Gold-Vision’s integration with SharePoint Online allows you to share and manage content, knowledge, and applications to empower teamwork, quickly find information, and seamlessly collaborate across your organisation....
What’s New in Gold-Vision 8
...As a result, you get a CRM that not only meets the needs of every team but is also loved by every team. Highlights include: Close modal New menu...
Gold-Vision 8 Upgrade Planning
...users or individual teams. This menu has been created for the Support Team. Close modal Click Edit at the bottom left hand side of the screen, select New Menu. Configure...
