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Articles tagged "opportunity" returned 83 results.
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How to use follow up rules
...created, a user can create either an Opportunity, Appointment or a Booking. The count of these created and the value is automatically linked to the Campaign and Campaign Stage. Alternatively,...
Setting up Products with Time/Unit
Allows you to log time/units against Gold-Vision records linked to Purchased Time / Units. The Log Time functionality is available against an Account, Account Activity, Contact Activity, Opportunity, Opportunity Activity,...
Configuring Time
...following items – Account, Account Activity, Contact Activity, Opportunity, Opportunity Activity, Project or Project Activity . From Settings go to Screen Designer and select the record where you would like...
Introduction to Time
...are available in the following areas: Account Account Activity Contact Activity Opportunity Opportunity Activity Project Project Activity Time Features Time feature has been designed to also allow users to record...
How Can I Restrict Access?
...the record Close modal Info You need to be an Admin to complete this task. Setup Opportunity / Project Security In an Account, Opportunity, Project Record, you can have Security...
Import types
...opportunity reference (or name if unique). Opportunities Notes Adding opportunities with notes, or adding notes to existing opportunities. Account name or reference, opportunity reference, note summary. Profiles Importing profiles to...
Setup GDPR In Gold Vision
...for example an opportunity is won or an attendee has been added to an event. Close modal An example of an Opportunity Won interaction. Close modal Lead List Rule This...
Portal View – Examples
...in the Portal Contacts can add activities, these can either be Account, Contact, Opportunity or Project activities depending on how you have configured your portal and user access. These 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...
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...
