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Articles tagged "count" returned 195 results.
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Create a Lead List
...be a count of the number of leads promoted once leads are entered. Total Claimed – this will be a count of the total number of leads claimed by individuals....
Creating & Using Notes
Notes can be created against any item within the Account and are used to record important Account related information. Create a Note Close modal Close modal Note Options Stick –...
Address Lookup
...flexible payment options. How to get a Loqate Account Click here to sign up for a Loqate account. How to Setup Address Lookup Please visit the Configuring Loqate Address Lookup...
Touch point automation
Use Touch Point Automation With touch point automation, you can automate your alerting based on touch points for any Gold-Vision account, contact or lead. You can then use this information...
Touch Points introduction
...reach out to them at just the right moment. Close modal Historical Touch Point Reporting Your Gold-Vision Administrator can add a section to your screen design for either an Account...
Using Touch Points
Import Touch Points When a touch point is imported, Gold-Vision will see if the data matches any existing Account, Contact or Lead records. Info The touch point screen will be...
How Can I Use Profiles?
...profiles are… Multiple profiles can be created against an Account and Contact. Profiles make it easy for you keep records up to date. Expiry dates can tigger alerts to remind...
Setting up Products with Time/Unit
Allows you to log time/units against Gold-Vision records linked to Purchased Time / Units. The Log Time functionality is available against an Account, Account Activity, Contact Activity, Opportunity, Opportunity Activity,...
Viewing & Reporting-Time / Units
...user entries for that specific record but also for the child records e.g. Time Entries for Projects can be seen in the Time entries List of the Account Close modal...
Creating a Project
...modal Option 2 – from the Account record From the Account record click on the Plus button, select Project Close modal Project Details Summary Is the name of your Project...
