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Articles tagged "management" returned 108 results.
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Token Management
Tokens that are generated last an hour (they are returned when requesting in seconds by default 3600), this means you won’t have to keep requesting your token every time you...
Setting up a service account for Office 365 & Exchange
...Exchange server as an AdministratorOpen the Exchange Management Shell from the Start menu Log on to the Exchange server as an Administrator Open the Exchange Management Shell from the Start...
Configure Account Page
...to manage access to the role management section in the portal. Close modal Access Roles – allows you make the role management area visible to contacts with the user roles...
Preparing your Lead Data
The Gold-Vision Lead Management facility can be used to import a wide variety of different List formats. For example, you might have a list with just Company name, Contact name...
Downloading the Data Import Tool
The Data Import tool enables the Gold-Vision Administrator to import large amounts of data into Gold-Vision. You will need to have access to Settings → Lead Management settings to download...
Manage your Sales Team Introduction
Pipeline management Set performance targets for your entire organisation, per team or per person. The Opportunities module provides a central hub for quotes and activities, allowing you to work more...
Web Form Integration
Lead management can enable the capture of leads into Gold-Vision. You may already have a web form on your website which captures your lead data. Now you can use our...
Gold-Vision 8 Upgrade Planning
...create a new leads list Notes created in Gold-Vision 8 will display with html tags in Gold-Vision 7 (Gold-Vision 8 allows rich text leads management notes, which are not supported...
Enable Portal Access
...button Close modal Then assign the Portal Group and Roles and click Save. Close modal Tip For more information about Role Management please visit Role Management If you want to...
Introduction to Importing Leads
The Lead Management module provides an ideal environment for working on data outside of the main Gold-Vision system. For example, you may wish to keep a number of lists for...
