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Articles tagged "sales_team" returned 167 results.
Page 9 of 17
Creating Accounts & Contacts
...from the following options: Public – all users have access. Team – the Account Manager, other team members, the assigned manager, executives and/or administer groups have access. Private – can...
Easy Navigation Tips
...more information about short codes. You can also share a Filtered List with your team. To do this open a list, apply the filters required then copy and paste the...
Add/exclude recipients to a stage
...certain customer has requested that their finance team no longer receives them. You have already created an exclusion source list containing every contact from that company that is in their...
Touch point automation
...to automatically create follow up activities for team members to make their next steps even easier. You can also use touch point automation to create touch points from alerts. Info...
User Roles
Adding A Member To A Gold-Vision Item For any item you have the option to create a Team and allocate roles for your team members, these can be set up...
Importing your Leads
...set to Public, Team or Private. Choose your Promotion Mode from Anyone or Approval Required. These settings can be amended at anytime. Assign the Leads Assign Leads to your team....
Configuring Custom Integrations
...different mission-critical data and procedures. No matter your requirements, our software development experts will find a solution. Our Special Projects team have previously built integrations that facilitate: Automatic text-message sending...
Managing your Sage 200 Integration
...which control the integration, are discussed with the implementation team when the integration is being configured. In the event of a query or error regarding the integration, there are several...
Custom Integrations Overview
...organisation uses different tools and has different mission-critical data and procedures. No matter your requirements, our software development experts will find a solution. Our Special Projects team have previously built...
Generic Phone Integration Overview
...integration also allows you to see which team member called a specific customer. This is ideal for multiple team members who are working with the same customer. Setting up the...
