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Articles tagged "alert" returned 60 results.
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Email Templates For Alerting
Email Templates can be set within the Settings area. Close modal The Email Templates option allows you to design email templates which are used when an alert sends emails. Templates...
Configure QuickBooks Online integration
...Alert choose the Alert Condition then set the Alert Action for the Modules and click Save. Click here to find out more about how to set up Alerts. The example...
Configure Xero integration
...you can define the action by which an Gold-Vision Account or Quote is pushed into Xero. Click Edit Alert choose the Alert Condition then set the Alert Action for both...
Sales Automation
...have set the Summary, the Owner, the Type and the Due Date via the Alert. Close modal Remind me two months before competitor contract renewal Create a Reminder Alert for...
Lead capture
...2 Set up a new lead touch point alert in the administration console and set a ‘Raises Over’ score that will trigger the alert, eg. scores over 60. Set your...
Updates
...list in the List Designer. Alerts On Save Alert – Opportunity alert that creates a Quote correctly sets the contact field On Save Alert – Setting the probability for an...
Automate the sales process
...a demo within 7 days is automatically created: Close modal Create Reminder Alerts Use alerts to remind the sales team to follow up an Opportunity In this example when the...
Action Centre
...complete them or view all activities from the Action Centre. Close modal Alerts Alerts are the due reminders for the Activity’s Owner and they are based on the Activity Due...
Managing your Sage 50 integration
...alert criteria for when that module is triggered. Configure icon against that module will let you modify the mappings that are used for mapping data between Gold-Vision and Sage: Close...
