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Articles tagged "pre-defined" returned 171 results.
Page 11 of 18
Assigning Leads
...Select the Action Menu and choose to Assign Leads. You will be presented with an option on Lead Assignment, available in the view menu: Close modal Once this is completed...
Manage your monthly sales meetings
Using Gold-Vision for your Sales Meetings saves time when preparing for the meeting, no need for everyone to produce spreadsheets and send them to you prior to the meeting. Sales...
Sales and Forecast Lists
...need to create charts which include data from previous years. Forecast Lists As above by only Open items. Can be changed to show Open & Closed Won together. Note that...
Creating Accounts & Contacts
...on the primary Account’s site address. to find out more about Sites address and how to use this visit Sites. Contact Preferences Included as default on the Contact record, will...
Pin to Home Page & Menu
...user menu they have permission to edit. When the custom item is selected from the menu the new item dialog will be opened with the template field data pre-filled as...
Creating & Using Notes
...creator. 3) Editing can be made on the day of input by the Note creator to allow corrections such as spelling mistakes to be made whilst preserving main audit trail....
Configuring Sites
...Site field is a picker field which will allow you to select the preferred Site against the specific Gold-Vision record. Users can add Sites to the screen design for: Opportunity,...
List Stats
...Depending on the type of data present you will either be displayed numeric statistics or a question regarding which data to display: Close modal Close modal The data can then...
Using The Flows View
...a Flows View Close modal To use the Flows View, start with a list and select from the Views menu > Flows Next choose: how you prefer to display your...
Overview (web, email, social)
...If you would prefer us to initially register your interest with Lead Forensics and/or OnMonitoring on your behalf, please let us know When tracking Web touch points, the system will...
