Search Results
Articles tagged "teams" returned 27 results.
Page 2 of 3
Campaign Settings
...to Teams or Users, Folders or Tags. Close modal Info Visit General Navigation for information on how to use the Search, Folder and Tag options on this list. Info See...
Using Secure Notes
...read by specific users or teams. Creating A Secure Note To create a secure note, firstly create a new note against the item. Close modal In the note window, select...
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...
Microsoft SharePoint Online Integration Overview
...or already using SharePoint or Microsoft teams as the central store for their documents. So why not take all the best features on offer with SharePoint and enhance them with...
Microsoft Outlook Integration Overview
...and calendar synchronisation from any device. It’s likely your sales teams already have Outlook open most of the time – and that they’re pretty happy with using it. Gold-Vision’s integration...
LiveChat Integration Overview
Close modal Integrating Gold-Vision CRM with LiveChat gives your Sales or Customer Service teams the ability to turn every conversation that happens on your website into something special....
Adobe Sign Integration Overview
...or teams. Audit trails are automatically managed in Gold-Vision to let you know what status the document is at. Setting up the Adobe Sign Integration To begin the setup your...
Using LiveChat Integration
...example a new Opportunity or a new Activity. If you use Gold-Vision for Customer Support Teams, your Contact Activities are likely set up as Support Tickets. The Contact Activity can...
How Can I Restrict Access?
...The Security field can be set in an Account record. Sections within an item page (e.g. Opportunities), can be designed to only be visible to certain teams and rules can...
User Access Options
It may be that certain users or teams do not require access or edit abilities to item types which are irrelevant to them or have access/edit ability for business reasons....
