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Articles tagged "opportunity" returned 83 results.
Page 6 of 9
Configuring LiveChat Integration
...defined in the Group Defaults area in Settings. Close modal For example a Gold-Vision, by default a user in the Sales Team will be able to create a new Opportunity...
Using LiveChat Integration
...example a new Opportunity or a new Activity. If you use Gold-Vision for Customer Support Teams, your Contact Activities are likely set up as Support Tickets. The Contact Activity can...
LiveChat Integration Overview
...or account, such as an activity, project or opportunity. Chat transcripts – Once you have finished talking to a customer via LiveChat, Gold-Vision automatically takes the chat transcript and saves...
Portal Management
...Activities Contact Activities Opportunity Activities Project Activities Configure Activity Page Tip You can use a combination of both pages on your Gold-Vision Portal. Please note a combined subscription plan is...
Configure Activity Page
...including: Account Activities Contact Activities Opportunity Activities Project Activities Menu Settings Close modal Menu Title – enter a title which will appear in the portal navigation eg. Support Tickets Page...
Getting Started
...& create records and how to use the action centre. This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the end....
Creating Dashboards
...widgets, charts and lists. How to edit and share your dashboard. This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the...
Creating Dashboards
...widgets, charts and lists. How to edit and share your dashboard. This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the...
Introduction to e-mail Campaigns
...campaign stages. Use quick campaigns to easily manage your marketing communications. This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the...
Creating Dashboards
...widgets, charts and lists. How to edit and share your dashboard. This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the...
