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Articles tagged "Settings" returned 172 results.
Page 11 of 18
Creating An Opportunity
...Value. Opportunity Base Currency is determined by the User’s Base Currency predefined in the Settings area but it can be changed manually when the Opportunity is created. Click here to...
Creating A Lead
...your lead Tip Tip: If you want to configure the fields available this can be amended by your Gold-Vision Administrator in the Settings area – Configure Leads. Each lead screen...
Creating a Quote
...using Local Value. Quote Base Currency is determined by the User’s Base Currency predefined in the Settings area but it can be changed manually when the Quote is created. Click...
Intro to Lead Management
...lead list and create leads by using our default view. Configure and design the default view using the Settings and Screen Designer to add fields you will commonly use in...
Managing Quote Products
Once a quote has been created users can add products to the quote. Below are the different ways on how products can be added: Info Before you add Products to...
Creating A Document
...be viewed in the Documents section against an item. Close modal Note If the Document section is not displayed this will have to be Screen Designed from the Settings area....
Easy Navigation Tips
...Close modal Pages in the Settings area also have their own URL. For example: Close modal Tip You can copy and paste the URL of items to send to colleagues....
Linking Items
...Parent Account. Close modal Info Links or Relationships are set up in the Settings area in the Drop Down section. You need to be an Admin to complete this task....
Managing Activities
...note that deleting an item performs just a soft delete. Administrators can un-delete account records from the Settings area . Re-Assign an Activity The Activity can be re-assigned to a...
Managing Appointments
...of their Calendar under My User Preferences Go to Settings then click on My User Preferences Close modal Under Appointments select the default view for Appointments, period and duration: Close...
