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Articles tagged "count" returned 195 results.
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Screen Designer
...that specific areas will only show when certain fields are set to specific requirements, for example: Sales Info Section will only show when the Account Type is set to Customer....
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...
Lead Scoring
...Company. Social Create scores based on interactions with your company Facebook or Twitter account, see who interacts with you via social media. What Next? Use the scoring system to qualify...
Single Sign On
...we can activate this for your instance of Gold-Vision. Note Gold-Vision will be unavailable for around 15-30 minutes while we enable SSO. Managing your Account Profile – update your email/phone...
User Roles
...in Drop Downs within the Settings area, under Member Roles. Close modal Within an Account record, using Add Members within the Actions menu, you can select a role and a...
What Is GDPR? Including Best Practice
...EU. GDPR was agreed upon by the European Parliament in April 2016, starting the countdown to enforcement from May 25th 2018. Companies that fail to reach compliance by this date...
Document alerting
...notice a new section of alerting called ‘Document alert’. To set-up an alert to trigger based off document production, select ‘document alert’ and ‘Select Account’. Next you will need to...
GDPR Definitions
...DPIA, you will be ready to map these processes to your specific Gold-Vision instance. See moreIf you have specific questions regarding Gold-Vision and GDPR please contact your Account Manager directly....
Importing your Leads
...from the csv file (Column Name) to the Gold-Vision Object eg Account and the relevant field. Close modal Click Next and enter a name for import and for the Object...
