Search Results
Articles tagged "manager" returned 53 results.
Page 4 of 6
Report, Calendar, Map and Flows view
...the amount of Accounts/Contacts within this one area. The information can be broken down further by sub-groups for example by Account Manager or by Industry; this allows more specific filtering....
Using Bulk Replace
Sometimes you might need to update a list of records with the same information, for example, change Account Manager from one user to another user. You can use Bulk Replace...
Connect reporting
...the creation of an activity for each recipient. This activity would then have the recipient’s account manager set as the Activity Owner and a due date applied to the activity...
Email marketing introduction
...be able to use the features of Connect you first need to be set up as a Connect user. Please get in touch with your account manager to find out...
How to use follow up rules
...Run the Campaign Stage this will automatically create activities for all recipients within the stage. The Activities will be created and distributed as requested, for instance to the Account Manager...
Managing data privacy
...example, you may wish to create a follow-up campaign which runs at the end of the day to automatically create a follow-up activity for the Account manager to call anyone...
Touch point automation
...and visited a new product page on your website. Alternatively, for leads, you can automatically create a call back Send an automatic Alert to Account Managers when their Contacts tweet...
Configuring Time
...Users Disabled You can select round up or down to the nearest minute Close modal How to Screen Design Time Section Only Configuration and Administration Managers will have access to...
Managing Projects
Users can plan and manager their Projects in Gold-Vision with simple resource allocation, correspondence tracking and powerful reporting. Create Activities/Tasks for a Projects Project Activities can be useful to manage...
Creating A Table
...type by Account Manager: Close modal Close modal If you select the option Make available for other users to add, they can add it via the Add Widgets option in...
