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Articles tagged "Team" returned 105 results.
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User Access Options
...Edit/Delete Rights The Edit option grants the team the ability to view the item and change it, but not to delete. Delete gives the team full control over the items....
Lead Forensics Integration Overview
...Integrating your CRM with Lead Forensics will give your sales & marketing teams the edge required to stay one step ahead of the competition at all times. Your marketing team...
Creating Home Page Dashboards
An Introduction to Dashboard Management Dashboard Management enables users to edit, duplicate and share dashboards with teams / users. The Manage Dashboards option also allows you to… Specify which teams...
Lead capture
...Team UK, although you could do this by email if you prefer. The team that you assign this to could be whoever you want to take charge of the initial...
User Configuration
...area. Close modal Setting up a New User (Cloud) If we host your Gold-Vision in the Cloud please contact our Support Team with the following details so we can setup...
Mail Tracking & Calendar Troubleshooting
...be obtained by running individual tests against each user. Open the Settings menu Under User & Team Administration select Users Click on a user to open the record From the...
Microsoft Outlook Integration Overview
...and calendar synchronisation from any device. It’s likely your sales teams already have Outlook open most of the time – and that they’re pretty happy with using it. Gold-Vision’s integration...
Using Appointments to manage diaries
...the outcomes of your sales meeting by using the Outcome drop down field: Close modal Info Appointment Outcome options can be changed in the Settings area. Filter Apointments View Team’s...
How to use follow up rules
...or to a team. Close modal Tip Where the Owner is set to a specific team, Gold-Vision will allocate the activities to individuals within the team equally From the Activities...
Configuring LiveChat Integration
...involved in setting up a LiveChat integration: Activation of the LiveChat Integration by a Gold-Vision Support Team Set up in Gold-Vision Set up In Live Chat Set Group Defaults Set...
