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Articles tagged "Team" returned 105 results.
Page 8 of 11
Note Alerts
...you that whenever a note your account has been added. Example 3 if you utilize contact activities for your customer support process, you can keep your customer service team...
Sales Automation
Upon Opportunity creation automatically create a series of activities for team members with defined due dates and follow up. Create an On-Save Alert for an Opportunity Conditions – When an...
Logs & Log Settings
...days. Tip Tip: If you encounter any issues when using Gold-Vision it can be very useful to contact our support team and also email [email protected] copies of the log files....
Configuring Loqate Address Lookup
...and Licence Key. Open the Settings menu Select Users under User & Team Administration Click on the name of a user to open them Enter Edit Mode by clicking the...
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...
Enabling 365 Contact Synchronisation
...feature. To gain access to Contact Sync, update User Access Options for your team within the Admin Settings. Close modal Make sure Contact Sync is set to ‘Access’. Close modal...
Adobe Sign Integration Overview
...or teams. Audit trails are automatically managed in Gold-Vision to let you know what status the document is at. Setting up the Adobe Sign Integration To begin the setup your...
DocuSign Integration Overview
...new to DocuSign, contact our Support Team and we will setup an account for you. To Setup the DocuSign Integration simply follow the instruction on the Configuring DocuSign Integration page....
Eventbrite Integration Overview
...here. Please get in touch with our Support Team or your Account Manager to enable the integration on your Gold-Vision. To Setup the Eventbrite Integration simply follow the instruction on...
Loqate Address Lookup Integration Overview
...service and obtain a license – Signup for a free Trial If you are interested in setting up a Loqate integration for your business, please contact our Support Team. We...
