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Articles tagged "sales_team" returned 167 results.
Page 14 of 17
Creating Dashboards
Who is it aimed at? All users, particularly account managers, team leaders and managers to assist with reporting. What does it cover? Creating a home page dashboard made up of...
New Campaign
...Campaign list view. You can assign a folder or add tags to easily locate it later. Additionally, you can assign teams and users who will be working on the Campaign....
Campaign Settings
...to Teams or Users, Folders or Tags. Close modal Info Visit General Navigation for information on how to use the Search, Folder and Tag options on this list. Info See...
Automations
...any element to move it to view the journey in whatever way works for your you and your team. Click on any Element to view that element. Click on the...
Tasks Overview
Tasks allows you to create a ‘To Do List’ to manage all your digital content. For example, the Marketing Manager may want to assign tasks for team members to create...
Workspace Settings
...next to your contact avatar. Close modal The workspace settings allow you to make amendments to your settings as follows: General User Management Team Management Workspace Information Credit History ...
User Management
...including Global settings, User & Team Management and Application Version information. Info A subscription to Gold-Vision Marketing has 3 tiers; Starter, Plus and Ultimate. If you need more users then...
New Task
...To Do, In Progress or Complete. Owner – select a name to assign the tasks to a team member. Item – Click on the link icon to select an item...
Tips, Web Clips & More
...a quote Scroll carousel left Scroll carousel right View all Web Clips by Topic Getting started with Gold-Vision 8 3 videos The Basics 5 videos Sales 7 videos Marketing 4...
