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Articles tagged "count" returned 191 results.

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Using Account records

Close modal The Account main menu enables users to perform different actions to the Account record: Edit an Account Account records can be edited by clicking on the Edit Icon...

Creating Accounts & Contacts

...record holds information on people within an Account. Each Account has a Primary Contact. You can add this when you create an Account or update it later. Additional Contacts can...

Setting up a service account for Office 365 & Exchange

...at Gold-Vision. Once the Service Account has been setup use the account details to enable the User Mail Tracking Settings. Configure Service Account for Office 365 Add an additional user...

Account Portal Management

...update a job titles or email addresses, when using the Account portal. Click on the Details Page tab. Close modal Default Fields – The Account Name will be displayed by...

Configure Account Page

In groups select Accounts. Close modal Menu Title – enter a title which will appear in the portal navigation eg. Account. Access – allows you make the space visible to...

Creating A Count

Charts, tables and counts, known as Widgets, can be created from lists or Home Pages. Creating A Count From A List To create a Count from a list, select Report...

Re Assign An Opportunity To Another Account

Opportunities can be moved from one account to another. Click Edit and use the search button within the account field to search for the Account you want to reassign the...

Edit Account and Contact Addresses

Account and Contact address details are held within the Site record. To edit an Account or Contact address details users will have to edit the Site record. From the Account...

Connecting to your ZoomInfo Account

To start syncing data you will need to connect Gold-Vision to your ZoomInfo account. Info You will need a valid ZoomInfo account with access to the Enterprise (Enrichment) APIs. Click...

How to Configure Portal Account Page

A guide on how to create and configure the Portal Account page...