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Articles tagged "service_account" returned 208 results.

Page 15 of 21

Create Data Source

...All Records Account Contacts which will include all contacts from the Account associated to that record. Advanced Options will allow you to set whether this data source is to include...

Product News

...and Action Centre screens. February 2024 Engagement scoring is a great way to determine when the Sales team or Account Manager should get in contact with a Lead, Prospect or...

Manage your Sales Team Introduction

...here to find out more.   Close modal Sales automation Set reminders for key account management tasks (e.g. contract renewals) Automatically qualify out opportunities after a period of inactivity Create...

Creating Activities & Reminders

Activities can be used to store details on past or future actions related to Accounts such as arranging meetings, making phone calls or recording issues. Also these can be used...

Using Bulk Replace

Sometimes you might need to update a list of records with the same information, for example, change Account Manager from one user to another user. You can use Bulk Replace...

Creating A Table

...Select Create a New Widget. Choose the Table and select an X and Y Axis. You can also select a Series. The example below shows the number of accounts of...

Configure your Lead Screens

...mapped to Gold-Vision fields so when the Lead is promoted the data will appear in Gold-Vision. Fields can be Promoted to Accounts, Contacts, Account Activities, Projects and Opportunities Close modal...

Critical Fields

...field(s) back to the screen. Which fields are critical fields in Gold-Vision? All items – Summary (except contact where First Name is a critical field) and Account name Accounts -Primary...

GDPR Definitions

GDPR Definition Data Protection Impact Assessment (DPIA) helps organisations to identify the most effective way to comply with their data protection obligations and meet individuals’ expectations of privacy. https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/accountability-and-governance/data-protection-impact-assessments/ You...

Using Loqate Address Lookup

...up for a Loqate account. This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with flexible payment options. How to use...