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Articles tagged "opt-in" returned 185 results.
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Creating A Lead
...your leads may be automatically entered into a specific list. If you would like to know more about Webform integration please get in touch. Info Leads can also be bulk...
Intro to Lead Management
...This is especially useful when you have data from multiple sources, for instance exhibitions, web leads and office enquiries. There are a number of options when managing your leads and...
Managing Opportunities
...Member to an Opportunity Different Members can be added to opportunity records alongside their roles and relationships Email from an Opportunity Use this option if you would like to email...
Sales and Forecast Lists
...this list also defaults to This Year Product Sales Lists Closed won Quotes and Seminar Bookings. Note that the list defaults those items closed in the last 30 days. Info...
Use Google to Map your Sales
...are new opportunities in a certain mile radius Close modal This can help plan the allocation of Opportunities / Sales to create the optimum route for sales visits or...
Creating Accounts & Contacts
...domain will then be automatically tracked even if a contact email has not been entered into Gold-Vision Mandatory Fields Fields highlighted in red are mandatory fields and have to be...
Pin to Home Page & Menu
...Pin To Menu from a list. Close modal Tip Tip: You can create a New Menu directly from the Pin To Menu option. Custom Items Users can pin a new...
Configuring Sites
Sites are individual records in Gold-Vision which can be screen designed as per specific business requirements. The Sites functionality is available as standard for all users. Screen Design Site Record...
Easy Navigation Tips
...using a suffix or individual items using a short-code in the URL. For example, to access the Contacts list – type in con to your Gold-Vision URL: https://mycompany.goldvisioncrm/con If you...
Viewing and Uploading Documents
...in order to be able to view and upload documents Info Gold-Vision supports a maximum per-file upload limit of 50MB. Once you are in the required folder click on the...
