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Articles tagged "activities" returned 73 results.
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Creating a Project
...be recorded in the Stage History of the Project for analysis and reporting purposes. Activities / Appointments Users can setup a number of Activities and Appointments against the Projects and...
Campaign stage types
...account manager for each recipient. These activities can be viewed against each Account/Contact record, in the main activities list, and against the stage: Close modal Info Each recipient will need...
Easy Navigation Tips
...the Actions menu). Close modal Your Action Centre Use your Recent list to keep track of where you’ve been and quickly access those items. Your To-Do list shows your Activities...
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...
Set targets
Create user targets In the Settings area, create user targets for Sales, Leads, Appointments or Activities. These targets can then be used in the reporting area in lists such as...
Manage your Sales Team Introduction
Pipeline management Set performance targets for your entire organisation, per team or per person. The Opportunities module provides a central hub for quotes and activities, allowing you to work more...
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...
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....
Touch point automation
...to automatically create follow up activities for team members to make their next steps even easier. You can also use touch point automation to create touch points from alerts. Info...
Automate the sales process
Use Gold-Vision Alerts to Automate the process Create automatic follow up activities for Opportunities In this example – when an Opportunity for New Sales is created, an activity to schedule...
