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Articles tagged "item-report" returned 188 results.
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Product News
...ZoomInfo. The release also includes general updates to Reports, Seminar Alerts, Multi Select and lead list views. The Knowledge Hub – June 2023 Introducing the Knowledge Hub! Gold-Vision’s brand new...
Manage your monthly sales meetings
...Meetings Dashboards In the meeting click through to segments of a chart or click on individual items on a list and update records as you go along. Quickly view your...
Managing your Leads
...reviewed before you progress, see further details on duplicate scoring below. Tip Tip: Pin filtered lists to a menu for quick access to your Leads. See Menus and custom items....
Creating A Chart
Charts, tables and counts, known as Widgets, can be created from lists or Home Pages. Creating A Chart From A List To create a chart from a list, select Report...
Creating A Table
Creating A Table From A List To create a Table from a list, select Report from the View menu. Close modal You will then have the following options: Close modal...
Using the Generic Phone Integration
...from: From most Lists On item Screens From the To Do Close modal Call Record History Gold-Vision records a list of numbers dialled from within the product. Each time you...
Using your Sage 200 integration
...select the product and the quantity then click add to build up your Quote Lines. Close modal You can have different alert criteria to trigger items being pushed into Sage....
Creating A Lead
...your Gold-Vision Administrator for access. Create a Lead from New Item menu You can create a new lead by selecting Lead from within the New Item menu. Close modal You...
Introduction to Sites
Close modal What are Sites? Sites have been introduced as standard functionality in Gold-Vision to offer the ability to use and assign multiple addresses to different Gold-Vision items like: Account...
Automatic Email to confirm a call has been logged
...Enter the Subject line and body of the email You can add information from Gold-Vision eg the renewal date by adding the item data field from the drop down. Close...
