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Articles tagged "follow-up" returned 119 results.
Page 9 of 12
What Is GDPR? Including Best Practice
...EU. GDPR was agreed upon by the European Parliament in April 2016, starting the countdown to enforcement from May 25th 2018. Companies that fail to reach compliance by this date...
How Can I Restrict Access?
...example the sales team may need a different view of an Account to a support team. Setup Account Security On an Account/Contact in the Admin area you can setup User...
Automatically creating Project Activities
...following syntax into the data value box for that field ={ [START_DATE] + 2w } Save and activate the alert Close modal You may wish to notify recipients when new...
Mail Tracking Settings
Global Mail Tracking Settings To setup the global Mail Tracking Setting for your Gold-vision system go Mail Tracking Settings in the Settings area. In addition to these settings mail tracking...
Office 365 Contact Synchronisation with Gold Vision
...Close modal Close modal You can sync or unsync up to 50 contacts at one using the multi-select feature. Click “Select” to select multiple contacts to be synchronized at once,...
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...
Touch Point Alert
...can follow up swiftly. Note – this option is only available with Marketing Automation. Close modal Tip Tip: Use Touch Point Alerting to add ‘hot’ leads to a Campaign source...
Logs & Log Settings
...logs relate to the following areas of the system: GoldVision_yyyy_mm_dd.txt – The main Gold-Vision system log, containing information on any UI errors. MailScanner_yyyy_mm_dd.txt – The mail tracking log, which will...
Mail Tracking & Calendar Troubleshooting
...configuration updates. It’s not uncommon for there to be issues after a migration such as this and they cab be resolved typically by following the steps below:- Setup a new...
Product Settings
...the business or group. Please note that each user can set up their own preferred currency, allowing them to view opportunities in their own currencies. Base Currency ISO Code See...
