Search Results

Search Results

Articles tagged "configure" returned 8 results.

Page 1 of 1

Configure Alerts Introduction

Alerting is designed to integrate Gold-Vision more closely with your business process and work flow. The Alerting module allows Gold-Vision to automate their business process using predefined criteria via Conditions and Actions. When an alert fires, it will only fire once. If the item is edited and saved and the criteria fields are unchanged, the…

Configure your Lead Screens

When a list is imported a new, default screen layout is generated each time. Note - Each imported list has its own associated screen design, which will be used whenever data from that list is actioned. Lead Screen Design It is then possible to use the Screen Design facility to customise the layout of the…

Touch Point Alert

Create an Alert based on a Touch Point score for Account, Contacts or Leads. Example: when a Touch Point score raises over a certain value alert the owner so they can follow up swiftly. Note - this option is only available with Marketing Automation.

Reminder Alert

Reminder alerts can be set up to show a renewal date is imminent. Example: If an Opportunity has not been updated for specified amount of time, or a renewal date is imminent.

On Save Alert

When a drop-down option is selected When a specific drop down is selected against the item you are setting up the alert forChoose which drop down field then choose the drop down value or values When a checkbox is ticked When a specific check box is either ticked or un-ticked against the item you are…

Note Alerts

This type of alert allows you to notify external and internal parties when a note is added to a particular item and/or where specific conditions are true.An alert appears for the owner of the activity if this is internal.

Email receipt Alert

For example: Link emails with a Support Call reference number to the Support Call. Step 1 Set up the reference number for the Support Calls Step 2 Create the Email Receipt Alert Condition : Alert if subject matches Activity ref Action: Link by email subject reference