Using Loqate Email Validation

...records at a time to send for validation. Items with a validation status from Pending through to Fully Validated will all appear in the Validated Data screen in Settings. Close...

Tips, Web Clips & More

...videos Marketing 4 videos Events 4 videos Projects & Time 2 videos Reports 1 video Portal 4 videos Design 6 videos Data 6 videos Upgrading to Gold-Vision 8 2 videos...

Create a Lead List

...be amended using the Settings and Screen Designer if it is blank. Identifying the type of list could help you with your lead management reporting. Total Promoted – this will...

Creating Sales Target Charts

...settings, you can create custom date periods to match Financial dates used by your business Click on ‘Views’, select ‘Report’ and then ‘Create a New Widget’, select ‘Target Chart’. There...

Monitor activity

...can then create Widgets and Charts from this list then add them to Menus or Dashboards : Close modal See Dashboards for more information about creating Charts and Reports.  ...

Sales

Set targets

Create user targets In the Settings area, create user targets for Sales, Leads, Appointments or Activities. These targets can then be used in the reporting area in lists such as...

Setting up Sales Charts

Here are some examples of Sale Charts you might find useful, with steps on how to create them. Historical overview of Product Sales From Product Sales List, filter all Closed...

Campaign Introduction

...management or other duties. Gold-Vision Campaigns also tie in with Gold-Vision Connect (our fully integrated email marketing module) to support visual marketing that can be tracked and reported on. Close...

Google Analytics

Using Google Analytics in Connect To enhance measurement of website traffic, Connect has the option to automatically include Google Analytics URL parameters in all links in an email. This can...