Search Results
Articles tagged "pre-defined" returned 171 results.
Page 13 of 18
Filtering Sublists
...same method, select the + symbol to the right handside of the list and add your preferred column. Close modal If you cannot see the column you wish to add,...
How To Setup Sales Target
...Go to Settings and click on User Targets. Click on Actions and then press ‘New’ to start creating a new sales target Close modal Enter a unique name and choose...
How To Setup Product Group Targets
...First go to Settings and click on Product Targets. Click on Actions and then press ‘New’ to start creating a new product target. Enter a unique name and choose from...
Single Sign On
...enhanced security. Improve password management. Assists with Regulatory Compliance. How to register for Single Sign On To prepare for this, users need do the following Go to https://uk.gold-vision.me/ Click...
Touch Point Rules
...Web Visitor Tracking page. If you would prefer us to initially register your interest with Lead Forensics and/or OnMonitoring on your behalf initially, please let us know. Creating Web Touch...
User Configuration
...needs to be in Also whether they are a Basic, Admin or Config Manager Do they need email tracking enabled? Setting up a New User (On Premise) If your Gold-Vision...
Using Standard Paragraphs in Advanced Mode
...For example, to add the Payment Terms: Payment Terms: {{OP_UD8_ID.para}} Close modal Using Standard Paragraphs in Standard Mode Add the code to your Template as above but prefix with P:...
Importing your Leads
...Import Download the Gold-Vision Import tool, and switch to the Lead Imports tab. Close modal Start a new import and select your file (see preparing your Data) Map the fields...
Introduction to Importing Leads
...Gold-Vision Data. Importing Leads Steps Configure Lead Management Settings Prepare your data Download the Data Import Tool Import your Leads Configure your Lead screen Assign leads Qualify, progress leads, promote...
Marketing Settings
...selected if you have amended the Campaign Types. Close modal Campaigns Mode offers you three options: Legacy Mode is for pre-Gold-Vision 7 Campaigns mode. New Mode with Legacy Support will...
