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Articles tagged "count" returned 195 results.
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Add Widgets to a Home Page Dashboard
...chart, list, table or count If you are creating a chart you can then select the chart type Select the X and Y axis Enter to name to describe the...
Product News
...functionality. Scroll carousel left Scroll carousel right Release Notes April 2024 Engagement scoring is a great way to determine when the Sales team or Account Manager should get in contact...
Enable Portal Access
Contact Screen Design Access to the Portal is enabled via the Contact record in Gold-Vision. The Administrator user needs to add the Portal Section to the Contact record screen in...
Set up your annual reporting
Use Gold-Vision to standardise your reporting for your meetings and collate charts to track progress for the business. Create widgets, tables or counts which are dynamically refreshed using the data...
Creating a Quick Quote
...that further information can be added at a later time. Close modal Create a Quick Quote from an Account This is used in circumstances where the Quote needs to be...
Manage your Sales Team Introduction
...here to find out more. Close modal Sales automation Set reminders for key account management tasks (e.g. contract renewals) Automatically qualify out opportunities after a period of inactivity Create...
Managing Quote Products
...Icon select the the required product then click add. Following this the product will be added to the quote. Close modal Product discount, price, tax and quantity can be modified...
Managing Quotes
...link to the Account, select the Relationship then click Add. Close modal Creating document templates from a Quote Document templates can be created from a Quote record using the Word...
Viewing & Editing Lists
...of selecting the field to be ‘account manager’ in a new column, can you simply move the current field to the left or the right. You can keep moving the...
Creating Activities & Reminders
...to create Close modal Creating Activities from specific records Click the Plus button and select Activity Tip Activities can be created directly from within a saved Account, Opportunity, Contact and...
