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Articles tagged "Settings" returned 172 results.
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Product Settings
Product Settings can be accessed from the Settings area. As an Administrator you can amend the following: Close modal Lock closed Opportunities for non-admin. Yes – when accessing a closed...
User Interface Settings (Notes & What’s Next)
Note Editing As an Administrator you can set whether or not notes can be edited. Notes and What’s Next can be found in Settings – General Settings – UI Settings....
Proxy Settings
Proxy Settings can be found within the Settings area. As an Administrator you can use this page to set your Proxy server settings. Close modal...
SMTP Settings
...an Administrators you can access the SMTP Settings within the Settings area. Close modal Google and Gmail Accounts For these type of mailboxes you will need to use the App...
Licence Settings
You can view licence information in Licence Settings available in the Settings area. You can update a licence by selecting the Update Licence button. Close modal You will have the...
Workspace Settings
Access your Workspace Settings using the cog wheel icon at the top right hand corner of the screen next to your contact avatar. Close modal The workspace settings allow you...
Geo Settings
Geo Settings can be viewed and managed within the Settings area. Once Geocoding has been set up, this screen will show the status of Geocoded items. Close modal Info Please...
Marketing Settings
Marketing Settings can be accessed in the Settings area. Close modal Sync Connect Users option will sync all Gold-Vision users to Gold-Vision Connect. The Sync Connect Campaign Types can be...
Recent Event Settings
Recent Event Settings can be accessed in the Settings area. As an Administrator you can control the types of ‘recent events’ that Gold-Vision logs. Close modal Info To view recent...
Lead Management Settings
Lead Management Settings allows you to set, for example, how imported data is displayed and who can create call backs for a Lead (either only the Owner, or anyone). Close...
