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Articles tagged "management" returned 107 results.
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Account Portal Management
...Management This option is only available on the Contacts sublist and allows you to manage access to the role management section in the portal. Close modal Access Roles – allows...
Role Management
Creating a new space In the Settings area search for Portal Management. A Role can be assigned to Contacts, Pages and Sub-lists to give various permissions to the User to...
Intro to Lead Management
With Gold-Vision’s Lead Management Tool you can capture, de-duplicate, score, qualify and allocate your leads with ease. Use the tool to manage your leads separately from your main Gold-Vision data....
Simple Time Management
...Log Time for Account Records You can use the Log Time functionality against the Account record if for example you would like to record the time used for Account Management....
Category Management
...searching and can also be used for reporting and for inclusion in Campaigns. Adding A Category New Categories can be set up in the Category Management area. Close modal Once...
Team Management
Team Management Before you can set up your Users you will need to set up your User Teams, these can be done within Teams in the Settings area. Gold-Vision has...
Lead Management Settings
Lead Management Settings allows you to set, for example, how imported data is displayed and who can create call backs for a Lead (either only the Owner, or anyone). Close...
Portal Management
Creating a new space In the Settings area search for Portal Management. Close modal Click the New button or the Space Designer button to create a new space. Close modal...
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...
User Management
...including Global settings, User & Team Management and Application Version information. Info A subscription to Gold-Vision Marketing has 3 tiers; Starter, Plus and Ultimate. If you need more users then...
