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Articles tagged "activities" returned 73 results.
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Getting Started
Who is it aimed at? All Gold-Vision users. What does it cover? We run through some of the key areas and skills you need to know in order to get...
Configuring the Microsoft Outlook Integration
Close modal Overview Gold-Vision allows integration with your Microsoft Outlook mailbox, this enables you to: Automatically link Outlook emails to associated CRM records including Account, Contacts and Activities. Enable Calendar...
Portal Overview
...designed to be a self service area to view, create and update Gold-Vision activities. Track Support or incident cases and enable your currently to log them and upload images, documents...
Configuring Engagement Scores
...& Lead screen. Close modal Click for more information on updating the List Design. Tip The Trend column can also be added against other lists these include:- Activities, Appointments, Contacts,...
Introduction to Gold-Vision Portal
...you to include any type of activity – Account, Contact, Project, or Opportunity. Customers can view, create and update activities as well as viewing and adding notes. This webinar will...
Introduction to Gold-Vision Portal
...you to include any type of activity – Account, Contact, Project, or Opportunity. Customers can view, create and update activities as well as viewing and adding notes. This webinar will...
Introduction to Gold-Vision Portal
...you to include any type of activity – Account, Contact, Project, or Opportunity. Customers can view, create and update activities as well as viewing and adding notes. This webinar will...
Adding & Viewing Engagement Scores
...60 days. Close modal Info The Trend column can also be viewed against other lists these include:- Activities, Appointments, Contacts, Forecast, Opportunities, Projects, Product Sales, Profile, Quotes & Sales lists....
Welcome new customers
...to occur. For instance, we’ve set the follow-up action to Create Account Activities for the Account Manager. This means that, every time this stage is run the Account Manager for...
Managing your Leads
...Activities) merge with a duplicate merge with an existing Account Any notes added to the Lead will be promoted as one single note against the Account record. Info Once promoted...
