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Articles tagged "configure" returned 99 results.
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Intro to Lead Management
...lead list and create leads by using our default view. Configure and design the default view using the Settings and Screen Designer to add fields you will commonly use in...
Using Appointments to manage diaries
Keep on top of your Sales by managing your diary through Gold-Vision Configure Appointments to record the following information: Appointment type, Outcomes, Follow up, Meeting notes, Reports. Set Appointment types...
Creating Accounts & Contacts
...check for any duplicate records. Tip Tip: Fields which are highlighted in red are mandatory so they must be completed. Mandatory fields are configured in the Screen Design Settings area....
Overview (web, email, social)
...page post: Close modal Info For your touch points to start recording, they must first be configured in the Administration Console. You can find out how to do this here....
Touch point automation
...Touch Point Automation is fully configured in the Administration console. Please contact your Gold-Vision Administrator for more information. Benefits of Touch Point Automation There are a number of ways that...
Using Touch Points
...blank if you have not yet configured Touch Points in the Administration Console. For help with this see your Gold-Vision Administrator If it does, then Gold-Vision will automatically assign that...
Setting up Products with Time/Unit
...Project or Project Activity . This video will show you how to configure Products with Time and below you have step by step instructions as well: Prerequisites Before you go...
Legacy Touch Point Settings & Categories
Touch Point Settings and Touch Point Categories can be found in the Settings area. Legacy Touch Point Settings As an Administrator you can use this screen to configure the interval...
Calendar Synchronisation
...Settings The different areas of synchronisation can be individually configured, allowing setting of the specific tasks to run. Each area is enabled with a check box, along with a repeat...
Enabling Highlight Rules
...a date has passed. Setup Highlight Rule From the Settings area open Screen Design. Select any Date or Numeric field and configure the field. Our web clip below takes you...
