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Articles tagged "time-management" returned 194 results.
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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...
Managing data privacy
...on a repeated schedule which might be the same time each day, or even hourly. Ensure that the New Recipients Only box is ticked. Close modal Info Gold-Vision Campaigns allow...
Configure Alerts Introduction
...are met, then an alert can fire Reminder Alert – If an object does not change for a specified amount of time, an alert can fire. Custom Item – “Custom”...
Reminder Alert
...amount of time, or a renewal date is imminent. Close modal Close modal Info Click OK to dismiss your Alerts or Snooze so the reminder appears at a later time/date...
Configure Xero integration
Administrators can update the integration module, edit the field mappings and trigger alerts, also set up the batched modules: Real-time Modules Close modal Edit Mappings Click Edit Mappings then choose...
Generic Phone Integration Overview
...ensures that calls are made on time, and tasks are completed without wasting time looking for and dialing numbers. Record your call history When the Phone integration is configured, Gold-Vision...
Gmail Integration Overview
...will automatically track and store your emails and calendar appointments into Gold-Vision from any device, at any time. You’re in control Only want to track emails between your Sales team...
Xero Integration Overview
...consolidated view. Inspect customer and transaction history and create interactive reports in real-time without leaving your CRM. Simple quote creation Create professionally branded quotes using customisable templates in minutes. Simply...
