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Articles tagged "Team" returned 105 results.
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User Roles
Adding A Member To A Gold-Vision Item For any item you have the option to create a Team and allocate roles for your team members, these can be set up...
Importing your Leads
...set to Public, Team or Private. Choose your Promotion Mode from Anyone or Approval Required. These settings can be amended at anytime. Assign the Leads Assign Leads to your team....
Configuring Custom Integrations
...different mission-critical data and procedures. No matter your requirements, our software development experts will find a solution. Our Special Projects team have previously built integrations that facilitate: Automatic text-message sending...
Managing your Sage 200 Integration
...which control the integration, are discussed with the implementation team when the integration is being configured. In the event of a query or error regarding the integration, there are several...
Custom Integrations Overview
...organisation uses different tools and has different mission-critical data and procedures. No matter your requirements, our software development experts will find a solution. Our Special Projects team have previously built...
Exchequer Integration Overview
...and tax codes and import Exchequer products into your CRM to ensure that your sales team creates quotes in Gold-Vision using only Exchequer approved prices and product lists. Customer integration...
Generic Phone Integration Overview
...integration also allows you to see which team member called a specific customer. This is ideal for multiple team members who are working with the same customer. Setting up the...
Sage 200 Integration Overview
...extra feature of this integration that can be enabled with help from our support team. This tool allows users to create dashboards displaying sales reports and data and review the...
Facebook Integration Overview
...the impact of your social campaigns, giving you valuable insights into what your followers want. New leads = new business Give your sales team a head start on the competition...
Getting Started
...existing items, such as accounts, contacts, leads and opportunities. You will also be able to view any custom menus here, for instance a menu specific to your sales team or...
