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Articles tagged "notes" returned 41 results.
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Note Alerts
...date with all of the affairs of your account, notes may be added frequently based on calls and other interactions with the account. Setting up a note alert will notify...
Monitor And Manage Privacy Data
...also be listed. Export Privacy Log CSV file containing your lawful basis for processing, purposes and planned removal date. Export Notes CSV file of notes relating to the Contact or...
Portal Overview
...and notes. Alternatively, if you manage projects your customers can get a 360° view of their projects progress add notes to each project task, upload/ download documents to facilitate project...
Introduction to Gold-Vision Portal
...you to include any type of activity – Account, Contact, Project, or Opportunity. Customers can view, create and update activities as well as viewing and adding notes. This webinar will...
Introduction to Gold-Vision Portal
...you to include any type of activity – Account, Contact, Project, or Opportunity. Customers can view, create and update activities as well as viewing and adding notes. This webinar will...
Configuring the ZoomInfo Integration
...integrations and click to select ZoomInfo. Close modal Click Select to see the install button in the top right hand corner. Close modal Please review the install notes. Close modal...
Knowledge Hub Courses
...Marketing Look out for our Gold-Vision Marketing course coming soon! Close modal Reporting & Dashboards Look out for our Reporting & Dashboards course coming soon! See the latest release notes...
Introduction to Gold-Vision Portal
...you to include any type of activity – Account, Contact, Project, or Opportunity. Customers can view, create and update activities as well as viewing and adding notes. This webinar will...
Manage Your Day
...icon and select Appointment. Then, simply enter a start date and time. You can also add any additional attendees and meeting notes. Once complete, you can use the calendar view...
The Basics Part One
Who is it aimed at? All Gold-Vision users. What does it cover? How to login, your home page view, accessing menus, viewing and adding notes, along with navigation and searching...
