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Articles tagged "log-time" returned 168 results.
Page 8 of 17
Using Projects in Gold-Vision
...and Activities in Gold-Vision. What does it cover? We will cover how to create and manage Projects & Activities in Gold-Vision along with logging time, project flows view and reporting....
New Workspace
The first time you login to Marketing you need to set up a Workspace. Give your Workspace a name and press Continue: Close modal Setup a Brand You will then...
Creating A Lead
...the relevant data for your lead and save the record. You can add notes at that time within the correspondence area. Close modal Create a New Lead from the Lead...
Creating a Quick Quote
...that further information can be added at a later time. Close modal Create a Quick Quote from an Account This is used in circumstances where the Quote needs to be...
Viewing & Editing Lists
...unfreeze all of the columns at the same time, you can unfreeze column 1. If you wish to unfreeze one column at a time, then you can unfreeze column 3,...
Creating Activities & Reminders
...Project. Close modal Activity Details Start Date/ Due Date – Select using Calendar Icon – if not entered will default to current date & time. Status – Select progress stage...
Your To Do & Alerts List
...they are based on the Activity Due Date/Time. If the Activity has not been completed by the Due Date/Time users will get an Alert in the Action Centre. Close modal...
Action Centre
...Date/Time. If the Activity has not been completed by the Due Date/Time users will get an Alert in the Action Centre. Close modal Calendar This includes your Activities and Appointments...
How to send an email with Connect
Now that you’ve followed all of the steps of setting up a Campaign, Campaign Stage and Sources and have Run your stage through to Connect, it’s time to send your...
Lead capture
...a set of pages that you’ve identified as key. The best time to contact a lead is when they have already decided to spend time looking at your company. Imagine...
