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Articles tagged "link" returned 102 results.
Page 6 of 11
Setting up Products with Time/Unit
Allows you to log time/units against Gold-Vision records linked to Purchased Time / Units. The Log Time functionality is available against an Account, Account Activity, Contact Activity, Opportunity, Opportunity Activity,...
Amending Drop Options
...in the Special Drop Downs Area. Close modal Tip Tip: LinksLink relationships can be edited in the Drop Downs, for example: Account Relationships. Options can be added, amended or deactivated....
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...
Configuring the Eventbrite Integration
...the Booking Contact will be added four times as an Attendee. Unknown Attendee Account Creation New Attendees will be linked to the relevant Gold-Vision Account by first matching their email...
Gmail Integration Overview
Close modal Gold-Vision’s integration with Gmail allows you to link your emails and calendar with your CRM system so you have access to everything, in one place. Gmail...
Portal Management
...Close modal Menu Pages – Pages which will appear on the main navigation. Standalone Pages – These pages can be linked and do not appear in the main navigation. Data...
Workspaces Overview
Log in to Gold-Vision Marketing to access your Workspace. Most users will have one workspace which is linked to their Gold-Vision CRM; but if the organisation that you work for...
Capture, Manage & Nurture Exhibition Leads
...to also link these to the Touchpoints area and configure scores based on comments or likes on your pages. Close modal Tip Tip: Leads can be imported from excel spreadsheets...
Managing your Leads
...If any duplicates are found then a red notification bar will be displayed against the record with a link to review the potential duplicates. Close modal Close modal Duplicates are...
Creating Activities & Reminders
...to the Activity. Note Activities will be linked directly to the item they were created from. Fields that cannot be edited are updated automatically once the Activity is saved....
