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Articles tagged "Team" returned 105 results.
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Gmail Integration Overview
...will automatically track and store your emails and calendar appointments into Gold-Vision from any device, at any time. You’re in control Only want to track emails between your Sales team...
Screen Designer
...to resize. Close modal Tip Tip: We recommend large screen sections with multiple fields are split into sections using field groups to improve visibility. Set Team Visibility and Rules Pages...
Google Mapping Integration Overview
...who to visit and how and where to travel and organise events. Google Maps Integration for Gold-Vision CRM Integrating Google Maps with your CRM also enables your sales teams to...
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...
Assigning Leads
...User or a Team then click Re-assign Close modal Bulk Re-assign Leads A team leader or List Owner may want to assign leads by bulk following either an import or...
Creating Accounts & Contacts
...from the following options: Public – all users have access. Team – the Account Manager, other team members, the assigned manager, executives and/or administer groups have access. Private – can...
Easy Navigation Tips
...more information about short codes. You can also share a Filtered List with your team. To do this open a list, apply the filters required then copy and paste the...
Add/exclude recipients to a stage
...certain customer has requested that their finance team no longer receives them. You have already created an exclusion source list containing every contact from that company that is in their...
Lead nurture
...day after the event and assign this to the team of your choice, such as a particular sales team. Close modal Step 4 Now you have everything you need in...
Touch point automation
...to automatically create follow up activities for team members to make their next steps even easier. You can also use touch point automation to create touch points from alerts. Info...
