Search Results
Articles tagged "project" returned 67 results.
Page 3 of 7
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...
Setting up Products with Time/Unit
...Project or Project Activity . This video will show you how to configure Products with Time and below you have step by step instructions as well: Prerequisites Before you go...
Configuring Modern Authentication for Gmail
...1.Navigate to https://console.cloud.google.com and Create a new API Project 2. Create a new API Project Close modal 3. Enter a suitable name e.g. ‘Gold-Vision’. 4. Select IAM & Admin →...
Creating Activities & Reminders
...to record tasks that relate to a specific Contact, Opportunity, Project, or Campaign. Create Activities from New Menu Go to New Menu than select the type of activity you want...
Using Account records
...How to Create Activities How to Create Appointments How to Create Opportunities and Quotes How to Create Profiles How to Create Projects How to Create Notes How to Create Sites...
Introduction to Sites
...Contact Opportunity Quote Project Profile Activity (Account, Contact, Opportunity & Project) Campaign Event Event Session The address details for Gold-Vision records are now held in the Site record. Users can...
Updates
...the Screen Designer. The Project screen will still open in the Screen Designer even if the Stage field has previously been removed from the screen. When editing the Touchpoints list...
Using The Flows View
The Flows view allows users to see data (for example Projects) in a view showing cards with ‘swimming lanes’. Cards can be dragged and dropped in to different lanes. Create...
Item Reports
...Appointment Summary Activities N/A Opportunities Activities Gantt Chart, Opportunity Overview Quotes N/A Profiles N/A Projects Activities Gantt Chart, Project Overview Campaigns N/A Events Events Overview, Sessions Booking Planner Tip Tip:...
Manage Your Day
Who is it aimed at? All Gold-Vision users. What does it cover? We will walk you through some simple steps to help make managing your day-to-day tasks much easier, Such...
