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Articles tagged "manager" returned 53 results.
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Mail Tracking Settings for Gmail
...to the service account address that was setup earlier. Upload the certificate that was generated earlier (p12) file. Add the Secret that was stored in a password manager. Tick the...
Configuring the Lead Forensics Integration
...key to your Lead Forensics account manager and ask for the following: Enable the integration between Gold-Vision CRM and Lead Forensics Set the data feed to automatic Lead forensics will...
Design your Screen and Lists
Who is it aimed at? Gold-Vision Administrators and managers. What does it cover? How to configure your screens and lists in Gold-Vision 8 This webinar will last approximately 20...
Design your Screen and Lists
Who is it aimed at? Gold-Vision Administrators and managers. What does it cover? How to configure your screens and lists in Gold-Vision 8 This webinar will last approximately 20...
Design your Screen and Lists
Who is it aimed at? Gold-Vision Administrators and managers. What does it cover? How to configure your screens and lists in Gold-Vision 8 This webinar will last approximately 20...
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...
Design your Screen and Lists
Who is it aimed at? Gold-Vision Administrators and managers. What does it cover? How to configure your screens and lists in Gold-Vision 8 This webinar will last approximately 20...
Standard Reporting
...Depending on your installation, reports can be scheduled for automatic distribution. To have this set up or to discuss the options, contact your Account Manager. Gold-Vision contains a large number...
Monitor activity
Use Recent Events to monitor activity for your team Gold-Vision records user actions in the system and these can be easily reviewed from the Recent Events list Managers can then...
Viewing & Editing Lists
...of selecting the field to be ‘account manager’ in a new column, can you simply move the current field to the left or the right. You can keep moving the...
