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Articles tagged "access" returned 150 results.
Page 5 of 15
Connecting to your ZoomInfo Account
To start syncing data you will need to connect Gold-Vision to your ZoomInfo account. Info You will need a valid ZoomInfo account with access to the Enterprise (Enrichment) APIs. Click...
Using the Xero Integration
...can access the Xero Transaction History from the Xero Transaction History Menu: Go to Xero Menu and select Xero Transaction History: Close modal Close modal Users can access Transaction History...
Creating An Opportunity
...Security field in combination with the Owner field. Info Public: Record is accessible by all usersTeam: Record is only accessible to the owner of the opportunity as well as users...
Creating Accounts & Contacts
...from the following options: Public – all users have access. Team – the Account Manager, other team members, the assigned manager, executives and/or administer groups have access. Private – can...
Adobe Sign Integration Overview
...will be stored in one, easy-to-access location. From purchase agreements and NDA’s, to project and supply chain management, venue bookings, and catering orders – if it needs a signature, and...
Manage Your Day
...access them. Close modal Your Home Page Your home page is the first thing you will see when you log into Gold-Vision. It is here that you will get a...
Create a Lead List
...Access Mode can be set to Public, Team or Private, this can be set depending on who will require access to the leads list. Choose your Promotion Mode from Anyone...
Creating A Lead
Once your Lead List is created you can add Leads to it. Info You will need to be a Gold-Vision Professional user to have access to Leads in Gold-Vision. See...
Manage your Sales Team Introduction
...Close modal Mobile CRM Sell, contact and manage your relationships on the go. Get access to your live CRM information on any device, including integrated data from operational systems Click...
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...
