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Articles tagged "activities" returned 74 results.
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Creating Activities & Reminders
...to create Close modal Creating Activities from specific records Click the Plus button and select Activity Tip Activities can be created directly from within a saved Account, Opportunity, Contact and...
Campaign activities
To keep an eye on the performance and progress of your campaign, you can use Campaign Activities that are created when a Campaign is run. You can view the progress...
Managing Activities
The Activity main menu enables users to perform different actions to the Activity record Close modal Edit Activities Close modal Close modal The information to update data such as...
Automatically creating Project Activities
You can automatically create Project Activities when a Project is created, perhaps setting a due date 2 weeks after the created date. Add Action > Create a new Activity >...
Configure Activity Page
...including: Account Activities Contact Activities Opportunity Activities Project Activities Menu Settings Close modal Menu Title – enter a title which will appear in the portal navigation eg. Support Tickets Page...
Managing Projects
...Close modal To find out more about how to create Activities please visit Creating Activities & Reminders Create Appointments for Projects/Project Activities Appointments can be created from either the Project...
The Home Page
...side you can see your Activities. Overdue Activities show as a number at the top, and up to ten further Activities due today or in the future are listed below....
Portal Management
...Activities Contact Activities Opportunity Activities Project Activities Configure Activity Page Tip You can use a combination of both pages on your Gold-Vision Portal. Please note a combined subscription plan is...
Account Portal Management
...your Gold-Vision Account records, all types of Activities including: Account Activities Contact Activities Opportunity Activities Project Activities Menu Settings Close modal Menu Title – enter a title which will appear...
Configure Account Page
...including: Account Activities Contact Activities Opportunity Activities Project Activities Menu Settings Close modal Menu Title – enter a title which will appear in the portal navigation eg. Support Tickets Page...
