Search Results
Articles tagged "change" returned 113 results.
Page 7 of 12
Managing Activities
...new parent item e.g. reassign an Opportunity Activity to a new parent Opportunity. In Edit mode change the Account details field to correspond with the new Account record and click...
Managing Appointments
...Actions Close modal Re-Assign an Appointment to another Account – when in Edit mode change the Account. Delete an Appointment this will delete the Appointment from Gold-Vision and from your...
Using Bulk Replace
Sometimes you might need to update a list of records with the same information, for example, change Account Manager from one user to another user. You can use Bulk Replace...
Using The Flows View
...the criteria of your view click to change using the Setup button. Tip Pin a filtered Flow view to a menu or homepage for quick access as filters will be...
Automated Connect campaign
...like it to run hourly, daily, weekly, monthly or yearly. At/On – this will change slightly depending on which Run option you have chosen: Hourly – choose how many minutes...
Campaign Introduction
...phone call, a click on an email or website link, a new sales opportunity or even simple changes to the record itself. Follow-up activities can also be created for account...
Touch Points introduction
...Accounts or Contacts. Touch Points will be visible based on the Touch Point Categories you have setup. Change the view to show by Year by Month or by the current...
Configuring Time
...Section Close modal The new section will then appear at the bottom of the screen. Change the Section Header to Time Entries and save your Screen Design Close modal Configuring...
Linking Purchased Time
...need the following: A Gold-Vision Quote that has the Training product added to it A Gold-Vision Project for the Training required Steps to follow: Change the Status of your Quote...
Creating A Chart
...drill down to a list view of the items. Info Widgets are dynamic, if a change is made to the list, the charts will automatically refresh. Watch the web clip...
