Articles tagged "lists" returned 14 results.
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Multiple Price Lists can be used with the Quotation and Product areas. You can view and manage Price Lists in the Settings area. Adding A Price List New Price Lists can be added by using the New Icon.
Sales and Forecast Lists
There are dedicated Sales lists available, depending on User Access Options, on the View menu. The purpose of the lists is to allow for listing and reporting on the sales data that is currently held in multiple different areas of the system: Opportunities with and without Quotes, Quotes themselves and confirmed Seminar Bookings.
Updating The List Design
As an Administrator you can add or remove columns from a list as well as select the default layout. Available in the Settings area, select List Designer then the List you want to amend.
Review invalid recipients
When viewing a campaign source, if certain Contact fields are not completed, then affected recipients will show as Invalid for that particular field. This can be due to a missing email address, incomplete address, missing phone number, unsubscribed from mailing list, etc.
Create a quick campaign
Campaigns are used to manage all of your marketing communications and campaigns in one place. The fastest way this can be achieved is by creating a quick campaign. You can create a quick campaign from any Gold-Vision or lead management list:
Create a campaign source
Campaign Sources are flexible, reusable lists that can be created for use with Gold-Vision Connect, mail merges or to simply export the data to a CSV file.
Add to an existing source
Add to an Existing Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Go to the Actions menu, select Campaign, then Existing Source. Now, select the source that you want to add your list to and click OK.
Add/exclude recipients to a stage
Add Recipients To add a source to a campaign stage, use the Sources drag and drop section at the bottom of the Campaign Stage Overview page. Select from the list of all sources on the left, or search if you know the name of the source you want, you can also filter by My to see just your sources, and…
Create a ‘Cherry Picked’ source
You can approach developing a 'Cherry Picked' source in a few different ways. First, you could create an empty Source from the New item list, fill in the relevant fields, and then press save:
Using The Flows View
The Flows view allows users to see data (for example Projects) in a view showing cards with 'swimming lanes'. Cards can be dragged and dropped in to different lanes.