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Articles tagged "member" returned 35 results.
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Team Management
...new team name and save it. Close modal Add a Member to a Team To add a member to a team, select + Add User. Close modal From here you...
Generic Phone Integration Overview
...integration also allows you to see which team member called a specific customer. This is ideal for multiple team members who are working with the same customer. Setting up the...
Managing Opportunities
...Member to an Opportunity Different Members can be added to opportunity records alongside their roles and relationships Email from an Opportunity Use this option if you would like to email...
Microsoft Outlook Integration Overview
...is a great tool to use if you have multiple team members working with the same customer. Automatic contact imports – Gold-Vision automatically imports or exports contacts and matches them...
What’s New in Gold-Vision 8
...at all times via dynamic charts, graphs and dashboards so that your team is always in control. Discuss an upgrade to Gold-Vision 8 with a member of our team today!...
Gmail Integration Overview
...Gold-Vision allows you to track email conversations under accounts and contacts. This makes it easier for multiple team members working with the same lead or customer to keep up-to-date with...
What Is GDPR? Including Best Practice
...required, however it may be worth considering to assist you in becoming compliant. If your business is operating out of more than one EU member state you will need to...
Using Secure Notes
...which you are not a member will block your access to the note. An existing note cannot be converted into a secure note, and a secure note cannot be reverted...
Getting Started
...done. There is also an option to broadcast notes via emails or Gold-Vision alert to your team members. Close modal Add new items You can add new items to a...
Tasks Overview
Tasks allows you to create a ‘To Do List’ to manage all your digital content. For example, the Marketing Manager may want to assign tasks for team members to create...
