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Articles tagged "users" returned 177 results.
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Campaign Settings
...to Teams or Users, Folders or Tags. Close modal Info Visit General Navigation for information on how to use the Search, Folder and Tag options on this list. Info See...
Mail Tracking Settings for Office 365
Navigate to Settings→ Users (Administrators)→ select a user from the list. Close modal 2. Select Actions→ Mail Tracking Settings. Close modal 3. Select Type Office 365 4. Set the Authentication...
Enable Portal Access
Contact Screen Design Access to the Portal is enabled via the Contact record in Gold-Vision. The Administrator user needs to add the Portal Section to the Contact record screen in...
Using the Xero Integration
...can access the Xero Transaction History from the Xero Transaction History Menu: Go to Xero Menu and select Xero Transaction History: Close modal Close modal Users can access Transaction History...
Configuring the Microsoft Outlook Integration
...for Outlook You can install and configure the Gold-Vision Add-in tool to your Outlook main ribbon. This will manually allow users to add messages to Objects in your Gold-Vision and...
Assigning Leads
...your users will be able to see all Leads assigned to them. Info Please note: you need to own the Lead or the List to be able to use this...
Create Dashboards or Menus for your team
...select Create New Widget than add it to a New or Existing Home Page Dashboard Close modal Make your Dashboard Public If you would like other users to view your...
Manage your Sales Team Introduction
...Team & data security management Allow users to access accounts, opportunities or projects related to their role, whilst shielding other areas of CRM Remove/hide all references to unavailable/confidential data or...
Managing Quotes
Users can easily manage their sales Quotes from within Opportunities Close modal Primary Quote Actions Adding Products To Quotes Close modal Add Notes to a Quote Notes can be...
Sales Reports
...tab that displays sales information based on opportunities, quotes and product sales. Close modal See creating Dashboards for more information Tip Tip: Tabs can be shared with other users...
