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Articles tagged "phone" returned 29 results.
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Getting Started
...example, the ability to click on an email address to open Outlook to send an email or, if you have our phone integration, the ability to click on a number...
Managing Opportunities
...next actions e.g. follow-up phone calls. How to Create Appointments Once an opportunity has been created, appointments can be created How to Create Quotes Further Opportunity Actions Close modal Add...
Creating Activities & Reminders
Activities can be used to store details on past or future actions related to Accounts such as arranging meetings, making phone calls or recording issues. Also these can be used...
Using the QuickBooks Online integration
...in QuickBooks Online. Information such as Company name, Business Address and telephone number will be sent from Gold-Vision. Info The mapping applied from Gold-Vision to QuickBooks Online will depend on...
Run and re run a stage
...same dialogue box will appear with 3 tick options: Close modal Create follow up activities: automatically creates activities when the stage is run. Used for things such as phone follow-ups....
Marketing automation introduction
...cycle, allowing you to respond in real-time to any interaction. Schedule your campaigns by delaying the follow up stages and fully automate phone activities or call backs. Close modal Automated...
Capture, Manage & Nurture Exhibition Leads
...on either your tablet or phone or desktop to capture new leads as you get them straight into the Lead list. You may want to add notes as you go...
Simple Time Management
...Desk Activity setup in the system with a start and due date and they can log the time spent for each task e.g. time used to complete a phone call....
Raise a ticket
1 2 3 step 1 of 3 Customer Details Name Email Phone Number Company Job Title Issue Details What kind of issue did you encounter? issue 1issue 2issue 3 Description...
