How to send an email with Connect

...address for replies to be forwarded to. Close modal After your mail shot has been sent you will get access to the Tracking, Reporting, Bounce and Export tabs. These will...

Campaigns & Connect

How Can I Use Profiles?

...widgets and reports. Creating a Profile Click on the View menu select Profile and lick on the + icon. Close modal Or click on the New Menu and select Profile....

Events

Creating A Count

Charts, tables and counts, known as Widgets, can be created from lists or Home Pages. Creating A Count From A List To create a Count from a list, select Report...

Creating A Target Chart

Charts, tables and counts are known as Widgets and can be created from lists or Home Pages. Target charts are a special type of chart that show performance against Product...

Power searching

Power searching allows users to filter lists with a range of searches such as: ANDSearch Example: filtering Accounts with Industry set to Manufacturing AND in United Kingdom. Here you could filter using...

Custom Date Periods

...available to users when the calendar icon is selected on a date field either in a List View or when creating a Report Close modal Tip Tip: Don’t forget to...

How To Setup Sales Target

...sales are performing. Targets can be setup for Sales, Leads, Appointments or Activities in Gold-Vision, these can then be used in the reporting area in lists such as Sales, Forecast,...

What Is GDPR? Including Best Practice

...and online commercial services aimed at children. There are enhanced requirements for data breaches under the GDPR. You will need to have procedures in place to detect, report and investigate...