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Articles tagged "change" returned 113 results.
Page 6 of 12
Configuring Modern Authentication for Gmail
Pre-Requisites Users must be using GSuite including Gmail business email. GSuite must be setup with a company domain. The GSuite user must be an administrator in order to create a...
Configuring the Microsoft Outlook Integration
...please visit Setting up a Service Account for Office 365 & Exchange. The Global Mail Tracking Settings must also be configured in the Settings area. For further information please visit...
Gold-Vision Technical Requirements
...Chrome or Edge Android – Chrome or Edge To integrate Email & Appointment Tracking you will need Office 365, On-premise Exchange with EWS or GMail Close modal Microsoft announces support...
Creating a Quote
...using Local Value. Quote Base Currency is determined by the User’s Base Currency predefined in the Settings area but it can be changed manually when the Quote is created. Click...
Creating Sales Target Charts
Creating Target Dashboards Target dashboards can be created from the Sales or Forecasts Lists. Firstly, within either menu change the ‘State’ to ‘All’ and select a custom date. Info In...
Managing Quote Products
...Close modal Update product details on the same screen by selecting the product line item, make the relevant changes then click Save Close modal Tip Tip: If a product is...
Managing your Leads
...show Leads that have not been promoted or discarded. You can see the default list by selecting View – Leads. Duplicate Leads When Leads are first imported, and as changes...
Sales and Forecast Lists
...need to create charts which include data from previous years. Forecast Lists As above by only Open items. Can be changed to show Open & Closed Won together. Note that...
Creating Accounts & Contacts
...display the accepted means to get in touch with the Contact. Primary Contact The one go-to contact for all communication with that Account. This can be changed as required. Info...
Creating Appointments
...user time zone selection. Owner – Creating Appointments for other Users By default, the Owner is set to the current user, however, it can be changed to any other user...
