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Articles tagged "follow-up" returned 119 results.
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Office 365 Contact Sync Integration Overview
...up the Office 365 Contact Sync Integration If you are interested in setting up an Office 365 Contact Sync please follow the instructions on the Enabling 365 Contact Synchronization page....
Xero Integration Overview
...sites and even create Xero sales orders for you based on your Gold-Vision Quote. Setting up the Xero Integration To begin the setup your will need a Xero account, if...
Assigning Leads
...User or a Team then click Re-assign Close modal Bulk Re-assign Leads A team leader or List Owner may want to assign leads by bulk following either an import or...
Manage your Sales Team Introduction
...a series of activities for correct team members with defined due dates and follow up on the creation of new opportunities Click here to find out more. Close modal...
Managing Quote Products
...your quote you will need to make sure that Products have been set up, click here to find out how. Add Items Icon Close modal Click on the Add Items...
Creating Accounts & Contacts
...from the following options: Public – all users have access. Team – the Account Manager, other team members, the assigned manager, executives and/or administer groups have access. Private – can...
Creating & Using Notes
...you have a portal set-up. The note will appear in the portal once it has been saved. Send Alert – tick this box if you would like to send an...
Mail Tracking
...modal From the Email screen you can complete the following actions for that email record: Reply/Reply to All/Forward: reply to all recipients in the email including CC and BCC. New...
Managing Appointments
...on your default calendar and synchronisation setup. The appointment will appear in Outlook / Google once synchronised. Click here to find out more on how to setup Calendar Synchronisation. ...
Using Contact records
...the Contact Record following Account reassign. Click Edit to change any details, such as address, email, telephone, click Save to update changes. Further Account Actions Further actions can be performed...
