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Articles tagged "alerting" returned 18 results.
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Automate the sales process
...Close modal Click here to find out more about Activities and Reminders For Administrators if you would like to find our more about Alerting and Workflow please click here ...
SMTP Settings
In order to allow Gold-Vision to send emails a valid SMTP server is required. Gold-Vision sends emails as part of the Alerting module as well as for Note broadcasting. As...
Touch Point Alert
...can follow up swiftly. Note – this option is only available with Marketing Automation. Close modal Tip Tip: Use Touch Point Alerting to add ‘hot’ leads to a Campaign source...
Mail Tracking & Calendar Troubleshooting
...reference that matches exactly Check if the Reference Number Alert is active Info Click here to find out how to automatically link emails to items using reference numbers and alerting....
Managing your Sage 50 integration
...modal Third-party fields are SAGE fields to be mapped into Gold-Vision fields Trigger Status Close modal A configuration trigger has been activated. This will be based off the alerting criteria...
Gmail Integration Overview
...information discussed. Calendar syncing – Syncing your Gmail Calendar with your Gold-Vision instance allows you to view and manage appointments with contacts from within your CRM. Action centre alerting –...
What’s New in Gold-Vision 8
...list Alerts Emails Calendar Appointments Close modal Improved Alerting We’ve also made changes to our alerts, making it easier for you to identify key or valued information at a quick...
Administration
User Settings Design Data Global Settings Alerting & Workflow Products, Tax, Currencies Diagnostics & Troubleshooting Gold-Vision API Not sure what to do? Our support team is ready to help Raise...
