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Articles tagged "The Basics" returned 386 results.
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Using Gold-Vision
The Basics Sales Campaigns & Connect Profiles Projects & Time Events Reports Portal Not sure what to do? Our support team is ready to help Raise a Support Ticket All...
Gold-Vision On-Premise Technical Requirements
...plan File API Document Storage Please follow the below recommendations if you require to capture files for the following: Gold-Vision Portal Aster API end points Info NOTE The File Api...
Updating an Import
...your Leads. When the data is cleansed, each row can be flagged as below depending on what needs to happen the the Lead. This will enable the import tool to...
Adding & Viewing Engagement Scores
...to view the score for the past 7 days. The height and colour of the segment indicates the trend direction and score: – A higher Green segment indicates a higher...
General Navigation
...record To use Folders and Tags when creating a new record you can type the beginning of the name of the pre-existing folder or tag into the appropriate drop down...
Using the Microsoft Dynamics NAV Integration
...the quote to ‘Closed – Won’ The integration will then send the quote record to Dynamics NAV as the record type specified i.e. Blanket Sales Order Close modal Close modal...
Using the Exchequer Integration
...products/quote lines to the quote Close modal 3. When the sale is confirmed, set the status of the quote to ‘Closed-Won’. Close modal 4. The integration will then send the...
Using Office 365 Contact Synchronization
...Inline Edit menu the Sync Contact option. This will synchronise the contact and tick the contact in the “Synced with Office 365” column. Close modal Close modal You can sync...
Manage Event Bookings
...and Select New Booking. Complete the Fields on the New Booking Screen to select the Account, Contact and Event and Save. From the Booking Screen you can create bookings for...
Using Sites
...how visit Configuring Sites. Assign a different Site: Access the Gold-Vision record, click Edit then click the Search icon against the Site field, select the required Site then click Save....
