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Articles tagged "role management" returned 113 results.
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Simple Time Management
...Log Time for Account Records You can use the Log Time functionality against the Account record if for example you would like to record the time used for Account Management....
Using Account records
...records alongside their roles. Please see below how to add members: Info Member roles can be predefined by Administrator Users in the Settings area Delete an Account Account records can...
Portal View – Examples
...details and fields will be displayed. Users can have the ability to create activities from the Portal once logged in. To setup a users Role please refer to User Roles....
Category Management
...searching and can also be used for reporting and for inclusion in Campaigns. Adding A Category New Categories can be set up in the Category Management area. Close modal Once...
Team Management
Team Management Before you can set up your Users you will need to set up your User Teams, these can be done within Teams in the Settings area. Gold-Vision has...
Lead Management Settings
Lead Management Settings allows you to set, for example, how imported data is displayed and who can create call backs for a Lead (either only the Owner, or anyone). Close...
Manage your Sales Team Introduction
...Team & data security management Allow users to access accounts, opportunities or projects related to their role, whilst shielding other areas of CRM Remove/hide all references to unavailable/confidential data or...
Team Management
You can organise your Marketing users by keeping them in Teams. To create a new team, go to ‘Team Management’ and press ‘+ New Team’. Close modal Then add a...
User Management
...including Global settings, User & Team Management and Application Version information. Info A subscription to Gold-Vision Marketing has 3 tiers; Starter, Plus and Ultimate. If you need more users then...
What’s New in Gold-Vision 8
...options to pin key lists to for individual or team use. Customise based on your role or business needs. New global search function helping you to find what you’re looking...
