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Articles tagged "data" returned 184 results.
Page 14 of 19
Screen Designer
...The Screen Designer is drag and drop, all fields and sections can be easily moved to different places. Adding Field Groups Field groups can be used to segment data on...
Filtering Sublists
...and can be a helpful representation of Data. Close modal Close modal The above image shows the efficiency of using sublists to assist navigating around Gold-Vision using the Opportunity as...
Lead Management Settings
Lead Management Settings allows you to set, for example, how imported data is displayed and who can create call backs for a Lead (either only the Owner, or anyone). Close...
Lead Scoring
...specific page on your web site they will accumulate Touch Points. Filter the list data and assign high-scoring leads to sales teams. Connect Create scores based on interactions with your...
Advise the customer that their subscription is due
...eg the renewal date by adding the item data field from the drop down. Close modal Step 2 Create a Reminder Alert Conditions – eg: when the Renewal...
Automatic Email to confirm a call has been logged
...Enter the Subject line and body of the email You can add information from Gold-Vision eg the renewal date by adding the item data field from the drop down. Close...
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...
Mail Tracking & Calendar Troubleshooting
...record Read the “Last Scanned Date” field data Migration Issues If you have migrated your email services recently and have not updated your Gold-Vision settings accordingly then this could be...
Financial Entities
Financial Entities are a solution that enable Gold-Vision to process data sets relating to multiple financial packages, i.e. Sage and Exchequer. Financial Entities can be accessed in the Settings area....
Product Groups
Gold-Vision has the ability to manage your Product database which can be used for quoting purposes. Products can either be imported or manually created. Info Products can be collated into...
