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Articles tagged "teams" returned 39 results.
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Teams & security for Sales
Your Accounts might be global but your Sales don’t need to be. Set Opportunity Security Set the security at Opportunity Level to ensure only the right users will be able...
Dashboard Team & User Access
...your dashboards. Close modal Click the Add Teams / User button. Close modal Click on the + Icon to select and add Teams or Users. Make your dashboard visible...
Jira Fuse Integration Overview
Close modal Jira is the #1 agile project management tool used by teams to plan, track, release and support world-class software with confidence. Jira for Gold-Vision CRM With the...
Asana Fuse Integration Overview
...milestones, or customer onboarding steps into actionable Asana tasks automatically. ✅ Keep teams aligned – Ensure sales, marketing, and project teams stay in sync with real-time updates from Gold-Vision to...
Lead Forensics Integration Overview
...Whatever you decide, Gold-Vision automatically assigns website visitors to the associated lead or account allowing your sales & marketing teams to put it to action immediately. Gain a competitive advantage...
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...
Gold-Vision 8 Upgrade Planning
...want to display and who you want to be able to see certain pages. Create menus based on teams or processes, amend your lists to suit your requirements. Please note:...
Manage Dashboards
...Close modal You can edit the Dashboard Name and Share options. You can also set access to dashboards for different teams and users. Info Click for more information sharing...
Creating Home Page Dashboards
An Introduction to Dashboard Management Dashboard Management enables users to edit, duplicate and share dashboards with teams / users. The Manage Dashboards option also allows you to… Specify which teams...
Google Mapping Integration Overview
...who to visit and how and where to travel and organise events. Google Maps Integration for Gold-Vision CRM Integrating Google Maps with your CRM also enables your sales teams to...
