Search Results
Articles tagged "date" returned 134 results.
Page 2 of 14
Setting up Sales Charts
...Product Sales From Product Sales List, filter all Closed – Won Product Sales Closed Date: select the date range and create a Column chart Close modal Close modal Best Selling...
Monitor And Manage Privacy Data
...also be listed. Export Privacy Log CSV file containing your lawful basis for processing, purposes and planned removal date. Export Notes CSV file of notes relating to the Contact or...
Note Alerts
...for the owner of the activity if this is internal. Close modal You could create an alert to update a ‘Last Note Date’ against an Account to assist with account...
Data Bridge
Data Bridge for Gold-Vision CRM Enable automated importing of sets of data into Gold-Vision, to create and/or update records. The Data Bridge allows imports of multiple data sets from different...
Data bridge import
Data Bridge for Gold-Vision CRM Enable automated importing of sets of data into Gold-Vision, to create and/or update records. The Data Bridge allows imports of multiple data sets from different...
Connect Email Design Tool Changes 2023
...automated campaign will still continue to send to your recipients as normal. After the retirement date you will not be able to edit or update legacy templates, but you can...
Configuring the Adobe Sign Integration
...Adobe Sign Text Tag Guide has more info about the Adobe tags. Name {{*Name1_es_:fullname}} Position {{*Ttl1_es_:title}} Signature {{*Sig_es_:signer1:signature}} Date {{Dte_es_:signer1:date(dd/mm/yyyy)}} Note – (date when signed is updated automatically) Tip...
Creating An Opportunity
...plus button, select Opportunity Close modal Opportunity Details Estimated Closed Date This determines the date when the sales is estimated to be closed as won. The field is used in...
Creating a Quote
...managed via Products > Financial Entities Actual Close Date This field will be automatically populated with the date the Quote has been closed won or lost. Use this field for...
Creating Activities & Reminders
...Project. Close modal Activity Details Start Date/ Due Date – Select using Calendar Icon – if not entered will default to current date & time. Status – Select progress stage...
