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Articles tagged "manager" returned 53 results.
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Creating Dashboards
Who is it aimed at? All users, particularly account managers, team leaders and managers to assist with reporting. What does it cover? Creating a home page dashboard made up of...
Campaign stage types
...modal Info You need to be a Connect user to be able to use this feature. Contact your account manager to find out more Outlook To run an Outlook email...
Gold-Vision 8 Upgrade Planning
...if you use any of the following, you may wish to delay your upgrade until later in the year. Gold-Vision functionality Legacy Campaigns Please speak to your Account Manager if...
Configuring Sites
...can customise this by adding additional fields, sections and pages. Note Only Administrators and Configuration Managers can screen design or list design this, in the Settings area. Close modal Tip...
Engagement Overview
Engagement scoring is a great way to determine when the Sales team or Account Manager should get in contact with a Lead, Prospect or Customer. For example… The sales team...
Product News
...and functionality. Scroll carousel left Scroll carousel right Release Notes April 2024 Engagement scoring is a great way to determine when the Sales team or Account Manager should get in...
Install the Portal
...your Account Manager to activate a Portal subscription. In Gold-Vision go to the Integrations Storefront and click Integrations. From the integrations list select Portal, Forms and Portal > Install >Continue...
Xero Integration Overview
...you are new to Xero, sign up here. Please get in touch with our Support Team or your Account Manager to enable the integration on your Gold-Vision. Once the integration...
QuickBooks Online Integration Overview
...Online, sign up here. Please get in touch with our Support Team or your Account Manager to enable the integration on your Gold-Vision. Once the integration has been enabled you...
Configuring Modern Authentication for Office 365
...secret’ Enter a suitable description. Set the expiry to whatever is appropriate. 15. Select Add. Save the Client Secret Value in a password manager/Secure Note. Note IMPORTANT: This password will...
