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Articles tagged "member" returned 35 results.
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How To Setup Product Group Targets
...the options available in the ‘Type’ field to select a period. Here you can choose from weekly, quarterly, monthly and yearly options. Remember to Save and then you can add...
User Configuration
...stop them accessing Gold-Vision but allows any items owned to be transferred to other users – using Bulk Replace. Remember to un-tick the ‘show on’ lists if you no longer...
How Can I Restrict Access?
...access set to: Public – all users will be able to access the record. Team – the Account Manager, other team members of the Account Managers team, plus assigned manager,...
Sales Automation
Upon Opportunity creation automatically create a series of activities for team members with defined due dates and follow up. Create an On-Save Alert for an Opportunity Conditions – When an...
Configuring Gmail Mail Tracking with Basic Authentication
...‘IMAP v2’, Host Address: imap.gmail.com Mailbox Username/Alias: User’s Gmail email address Mailbox Password: User’s Gmail password Use SSL checkbox: Checked Close modal Remember to Save changes and Test the connection....
