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Articles tagged "member" returned 35 results.
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New Task
...To Do, In Progress or Complete. Owner – select a name to assign the tasks to a team member. Item – Click on the link icon to select an item...
Lead capture
...visits the selected pages on your website and reaches a score of 60 or above, all Team A members will get a Gold-Vision alert, prompting them to follow-up/qualify the Lead....
Manage your Sales Team Introduction
...a series of activities for correct team members with defined due dates and follow up on the creation of new opportunities Click here to find out more. Close modal...
Sales and Forecast Lists
...collaborative list of Opportunities, Quotes and Bookings that are Closed Won. Info The list will default to the Actual Close date of This Year, remember to edit this if you...
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...
Linking Items
...Account/Project/Opportunity/Activity – these linked contacts can be included for emailing from that item by selecting Member from the Email area within Actions. Close modal Multi-Select Link Use the Select button...
Managing Appointments
...If Calendar Synchronisation has been enabled to Auto Add Attendees in the Admin Console, this will have the affect of automatically adding the members of the parent to the appointment...
How to use the legacy drag & drop design tool
...option so that you can see exactly what your mail shot looks like and behaves like in your mailbox Tip Remember to Save your template often whilst working on it...
How to send an email with Connect
...double checks to make sure someone important isn’t missing from the list: Close modal Preview tab After checking your recipients, you can send yourself or other members of your team...
How To Setup Sales Target
...from the options available in the ‘Type’ field to select a period. Here you can choose from weekly, quarterly, monthly and yearly options. Remember to Save and then you can...
