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Articles tagged "service_account" returned 212 results.
Page 18 of 22
Run and re run a stage
...For instance when sending an account management email you may want to create an activity for a follow-up call Send to new recipients only: this is ticked by default. Very...
Introduction to Projects
Gold-Vision fully integrated Project Management module offers a central platform where users can manage the complexities of a project combined with Account, Contact and Sales information that already exists in...
Web Form Integration Overview
...unqualified. Please contact your account manager to enable the web form integration. At Gold-Vision we have setup Web Form Integration with our website to capture demonstration requests. A potential customer...
Amending Drop Options
...in the Special Drop Downs Area. Close modal Tip Tip: LinksLink relationships can be edited in the Drop Downs, for example: Account Relationships. Options can be added, amended or deactivated....
Category Management
...automatically apply the Category to all parent items (up to the Account) when it is added to an item. Toggling the Propagate or other options will not affect existing applied...
Changing The Name Of An Item
Item names can be changed in Gold-Vision for instance your organisation may refer to “Accounts” as “Companies”. This can be amended in the Screen Designer area. Close modal Once you...
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....
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...
