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Articles tagged "sales_team" returned 167 results.
Page 13 of 17
Using LiveChat Integration
...example a new Opportunity or a new Activity. If you use Gold-Vision for Customer Support Teams, your Contact Activities are likely set up as Support Tickets. The Contact Activity can...
Enabling 365 Contact Synchronisation
...feature. To gain access to Contact Sync, update User Access Options for your team within the Admin Settings. Close modal Make sure Contact Sync is set to ‘Access’. Close modal...
Eventbrite Integration Overview
...here. Please get in touch with our Support Team or your Account Manager to enable the integration on your Gold-Vision. To Setup the Eventbrite Integration simply follow the instruction on...
Loqate Address Lookup Integration Overview
...service and obtain a license – Signup for a free Trial If you are interested in setting up a Loqate integration for your business, please contact our Support Team. We...
Create a Delegate List
...Export format as Attendees Tip From the Actions Menu you can pin the Delegates list to a Home Page or a Menu so that your team can access it easily...
The Home Page
...page at any time by clicking on the Gold-Vision logo (top left of the screen) or use the View menu. Close modal Info Your Team logo and banner are set...
The New Gold-Vision Home Page
...Home Page making it your Company Notice Board Info Your Team logo and banner are set up in the Team Management options. Speak to your System Administrator to change them....
Creating Dashboards
Who is it aimed at? All users, particularly account managers, team leaders and managers to assist with reporting. What does it cover? Creating a home page dashboard made up of...
Creating Dashboards
Who is it aimed at? All users, particularly account managers, team leaders and managers to assist with reporting. What does it cover? Creating a home page dashboard made up of...
Creating Dashboards
Who is it aimed at? All users, particularly account managers, team leaders and managers to assist with reporting. What does it cover? Creating a home page dashboard made up of...
