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Articles tagged "activities" returned 73 results.
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Creating A Target Chart
...Sales, Leads, Appointments and Activities or Product Group targets. Info Targets can be set in the Settings area. You need to be an Admin to complete this task. Close modal...
Configure your Lead Screens
...mapped to Gold-Vision fields so when the Lead is promoted the data will appear in Gold-Vision. Fields can be Promoted to Accounts, Contacts, Account Activities, Projects and Opportunities Close modal...
Short Codes
...activities, the code will change depending on the type of activity you have created. If you have created an account activity, an example code could be ACA-187 but an opportunity...
What Is GDPR? Including Best Practice
...subjects who are in the EU (even if only temporarily), then the GDPR applies. There are a small number of exemptions for specific activities, such as processing covered by the...
Configure Alerts Introduction
...Reminders, which can be set when creating a note and will alert the creator of the note at the relevant point, and Due Date Alerts for Activities, which will alert...
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...
Using the Eventbrite Integration
...under the new Account No: Only this Contact will be put under the new Account. Extra Gold-Vision Event Functionality Creating Activities against Events Exporting Lists to create Badges Create Campaigns...
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...
Configuring the Lead Forensics Integration
...Gold-Vision, score it using touch point scoring and create follow up activities or opportunities for your users in Gold-Vision. Enable Lead Forensics Integration 1. To enable the integration you must...
Eventbrite Integration Overview
...with everything in one place. Planning – Gold-Vision makes planning your event a breeze, with the ability to set up Activities and reminders for specific tasks that need to be...
