Search Results
Articles tagged "count" returned 195 results.
Page 15 of 20
Managing data privacy
...example, you may wish to create a follow-up campaign which runs at the end of the day to automatically create a follow-up activity for the Account manager to call anyone...
Run and re run a stage
...For instance when sending an account management email you may want to create an activity for a follow-up call Send to new recipients only: this is ticked by default. Very...
Introduction to Projects
Gold-Vision fully integrated Project Management module offers a central platform where users can manage the complexities of a project combined with Account, Contact and Sales information that already exists in...
Creating A Chart
Charts, tables and counts, known as Widgets, can be created from lists or Home Pages. Creating A Chart From A List To create a chart from a list, select Report...
Creating A Table
...type by Account Manager: Close modal Close modal If you select the option Make available for other users to add, they can add it via the Add Widgets option in...
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...
Standard Reporting
...Depending on your installation, reports can be scheduled for automatic distribution. To have this set up or to discuss the options, contact your Account Manager. Gold-Vision contains a large number...
Web Form Integration Overview
...unqualified. Please contact your account manager to enable the web form integration. At Gold-Vision we have setup Web Form Integration with our website to capture demonstration requests. A potential customer...
Amending Drop Options
...in the Special Drop Downs Area. Close modal Tip Tip: LinksLink relationships can be edited in the Drop Downs, for example: Account Relationships. Options can be added, amended or deactivated....
Category Management
...automatically apply the Category to all parent items (up to the Account) when it is added to an item. Toggling the Propagate or other options will not affect existing applied...
