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Articles tagged "follow-up_rule" returned 139 results.
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Managing Activities
...option. Click here to find out more about Creating Appointments. Follow-up Activity Can be created from an Activity of any sort. This can be used, for example, after a meeting...
Configuring the SharePoint Online Integration
...or conflicts arising from mixed usage Setup There are five steps involved in setting up a Sharepoint Online integration, summarised below. Enabling Sharepoint Online Integration Authenticating with Sharepoint Online Configuring...
Configuring the Generic Phone Integration
...modal 5. Testing To test the integration follow the steps below. Enable the phone integration for your own user following steps 3 and 4 above Open the Contact list (from...
Using your Sage 200 integration
...select the product and the quantity then click add to build up your Quote Lines. Close modal You can have different alert criteria to trigger items being pushed into Sage....
Gold-Vision On-Premise Technical Requirements
...Gate DLM automation Microsoft Shared Management Objects 2016 Microsoft System CLR Types 2016 Firewall/Proxy Allowed Addresses For installation and updates and licence registration Gold-Vision requires the following addresses to be...
Mail Tracking Settings for Office 365
...follows: Close modal 10.‘Gold-Vision’ was the name of the ‘Application Name’. Note The service account credentials can be reused, the certificate and secret does not need to be uploaded again....
Managing your Leads
...– will appear in your Action Centre when they become due: Close modal Update Lead Status Use the Status field to update the lead status. The Status options can be...
Data bridge import
...another external API to pull data from different systems. When implementing Data Bridge rules to created and/or update existing records can be setup based on various match keys. This ensures...
Data Bridge
...another external API to pull data from different systems. When implementing Data Bridge rules to created and/or update existing records can be setup based on various match keys. This ensures...
Using Secure Notes
...If you have not been given permission to view the note, a warning message will be displayed. Close modal Secure notes adhere to the note editability rules controlled in the...
