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Articles tagged "opportunities" returned 47 results.
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Configure your Lead Screens
...mapped to Gold-Vision fields so when the Lead is promoted the data will appear in Gold-Vision. Fields can be Promoted to Accounts, Contacts, Account Activities, Projects and Opportunities Close modal...
Short Codes
...based on the Gold-Vision object. The code will take the first 3 letters of the Gold-Vision object within the prefix. For example account ACC- 3280 contacts CON-187 opportunities OPP-2202. For...
User Access Options
...Tip Tip: Access to Gold-Vision item types, for example; Opportunities, Projects, Reports, etc., can be restricted by Primary Team in User Access Options within the Settings area. Close modal No...
How Can I Restrict Access?
...The Security field can be set in an Account record. Sections within an item page (e.g. Opportunities), can be designed to only be visible to certain teams and rules can...
Monitor And Manage Privacy Data
...marked as Personal or Sensitive are the fields which are erased. If there are personal or sensitive fields stored in other Gold-Vision items, such as profiles or opportunities, they will...
Mail Tracking & Calendar Troubleshooting
...list, especially CC/BCC, for emails addresses or domains that are stored against the account or contact Emails are not automatically linking to Activities, Opportunities, Quotes or Projects Emails will automatically...
