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Articles tagged "reminder" returned 23 results.
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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...
Creating Activities & Reminders
...from dropdown menu – if not entered will default to “Not Started.” Due Reminder – will create an Alert for the Activity owner which will appear on their Action Centre...
Creating Appointments
...The start date will be displayed by default if the span between start and end date is too great to be displayed on the view together. Reminder Option The reminder...
Using DocuSign Integration
...two-factor authentication – Please see details about two-factor authentication here Setup reminder notifications – enable this if you would like to send notifications to the recipient eSign Document Name –...
Configure Alerts Introduction
...are met, then an alert can fire Reminder Alert – If an object does not change for a specified amount of time, an alert can fire. Custom Item – “Custom”...
Managing your Leads
...Lead. Callback – Set a reminder to the call back. The reminder will appear in your To Do List, which can be found in your Action Centre. Close modal Callbacks...
Creating & Using Notes
...immediate alert to another user(s) Set Reminder – select a date and time Gold-Vision should send you a reminder of this note. Phone Note – An icon of a phone...
On Save Alert
...Close modal Action Add Parent Condition Always include a create or update condition Tip Tip: Reminder alerts can be set up to show a renewal date is...
Updates
...to create a new email from the view email list Notes / Categories Note reminders now respect the user culture settings for English (United States) for the date and time...
Automate the sales process
...a demo within 7 days is automatically created: Close modal Create Reminder Alerts Use alerts to remind the sales team to follow up an Opportunity In this example when the...
