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Articles tagged "access" returned 150 results.
Page 8 of 15
Product News
...learning and development platform! Accessible via our Help-Site, the Knowledge Hub will be home to a variety of courses which will help new and existing users navigate Gold-Vision modules and...
Calendar Settings for Gmail
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Google as the type. 4. Input the google service...
Mail Tracking Settings for Gmail
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Type IMAP Set the ‘Type’ to IMAP v2. Set...
Creating a Quote
...in your Gold-Vision users can choose the price list that the product needs to be added from Price Lists can be accessed via the View > Products > Price Lists...
Managing your Leads
...reviewed before you progress, see further details on duplicate scoring below. Tip Tip: Pin filtered lists to a menu for quick access to your Leads. See Menus and custom items....
Sales and Forecast Lists
There are dedicated Sales lists available, depending on User Access Options, on the View menu. The purpose of the lists is to allow for listing and reporting on the sales...
Setting up Sales Charts
...– Won Product Sales, clear all dates and create a Column chart Close modal Close modal Info You will need access to Products to create these charts. Quarterly overview of...
Viewing & Editing Lists
Viewing Lists Lists can be viewed by selecting an item from the View menu Close modal View Records from the List To access any records from the list click on...
Report, Calendar, Map and Flows view
...can be dragged and dropped in to different lanes. Close modal Tip Pin a filtered Flow view to a menu or homepage for quick access as filters will be saved....
Creating & Using Notes
...note. You can access all notes on the noticeboard from the view menu. Close modal Edit Notes Editing options are set by your Gold-Vision Administrator utilizing one of the following...
