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Articles tagged "homepage" returned 29 results.
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Homepage
Gold-Vision CRM Get started with CRM with this simple guide. Webinars Sign-up to webinars & search through our library of on-demand sessions Resources Find upcoming webinars, product news, tips, web...
Setting Dashboards as Home Page
How do I set a Dashboard to be my Homepage? From your Gold-Vision Homepage, select ‘Manage Dashboards’ in the top right-hand corner. Close modal Here you will see an overview...
Configure Account Page
...the Gold-Vision record Set as homepage – you can set a homepage which will be the first page the users will see when they access the portal. Click the Create...
Account Portal Management
...to restrict access only to the Contact of the Gold-Vision record Set as homepage – you can set a homepage which will be the first page the users will see...
Team Management
...For further information see ‘User Access Options‘. Homepage Click on ‘homepage’ to access the home page options. This section allows you to control the avatar, header image and name that...
Configure Activity Page
...the Gold-Vision record Set as homepage – you can set a homepage which will be the first page the users will see when they access the portal. Click the Create...
Creating A Count
...Page Dashboards. Close modal Click on the 3 dots to pin to a Homepage Tip Tip: Widgets created from filtered lists will retain their filters when pinned to a Homepage....
Product News
...Page banner UI, bulk replace options and setting a dashboard as a homepage. March 2025 The release includes enhancements to Drag emails to a Correspondence section, a option to copy...
Knowledge Hub Courses
...the basics of Gold-Vision CRM and its interface. By the end of the course you will be familiar with Gold-Vision’s homepage setup, how to navigate your way around the system,...
Creating Sales Target Charts
...your definition. Click on Save. This can then be pinned to a Homepage Dashboard and shared with the wider team. Close modal Below is an example of a ‘Sales vs...