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Articles tagged "notes" returned 41 results.
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Correspondence
The Correspondence section in Gold-Vision displays the all emails and notes items for quick visibility of all correspondence for specific Gold-Vision records. To view the Correspondence section on Gold-Vision records...
Using Contact records
...information on how to do this, please visit Using Account and Contact Addresses. Add Notes to a Contact Notes can be added to the account record by clicking Note icon....
Managing Projects
...to find out more about correspondence click here adding links to emails – to find out more about links click here add notes – to find out more about notes...
Getting Started
...here, you will see your day at a glance, with Activities, Appointments and Notes from your notice board all available in one view. You can also check in on any...
Managing Quotes
Users can easily manage their sales Quotes from within Opportunities Close modal Primary Quote Actions Adding Products To Quotes Close modal Add Notes to a Quote Notes can be...
Managing Appointments
...may be added. Notes are then visible under the Correspondence section. Click here to find out more about Notes. Use document templates to send a letter or an email. More...
Product News
...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 contact...
Capture, Manage & Nurture Exhibition Leads
...on either your tablet or phone or desktop to capture new leads as you get them straight into the Lead list. You may want to add notes as you go...
Managing Activities
...Activity due date or completion status by clicking the edit button. Add Notes to an Activity Click on the Note button add your note then click Save A Note...
Preparing your data
...down options will be added from the import or alternatively it is possible to choose not to add these options however this will cause the rows to error. Notes If...
