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Articles tagged "import-type" returned 187 results.
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How To Setup Sales Target
...from the options available in the ‘Type’ field to select a period. Here you can choose from weekly, quarterly, monthly and yearly options. Remember to Save and then you can...
How To Setup Product Group Targets
...the options available in the ‘Type’ field to select a period. Here you can choose from weekly, quarterly, monthly and yearly options. Remember to Save and then you can add...
How To Use Reference Numbering
You can configure automatic reference numbers for items within Gold-Vision via Reference Number Settings within the Settings area. Each item type supports an independent ‘expression’, made up of tags, that...
Lead Scoring
...of your leads are close to being sales ready. Type Web Scoring Automatically score leads based on the interest they show in your business. When a Lead clicks on a...
Short Codes
...activities, the code will change depending on the type of activity you have created. If you have created an account activity, an example code could be ACA-187 but an opportunity...
How Can I Restrict Access?
There maybe areas of Gold-Vision which don’t need to be viewed by all Gold-Vision users. Screens can be customised per team or based on the item type or status, for...
Automatically creating Project Activities
...Configure and manage data settings Enter a name for the Activity Set an Owner Set a Type To set the start date 2 weeks after the created date, enter the...
Email Templates For Alerting
...are specific to Gold-Vision object types, and are used to send emails containing information from your records. Close modal Tip Tip: You can add fields from the relevant Gold-Vision item....
Note Alerts
This type of alert allows you to notify external and internal parties when a note is added to a particular item and/or where specific conditions are true. An alert appears...
Recent Event Settings
Recent Event Settings can be accessed in the Settings area. As an Administrator you can control the types of ‘recent events’ that Gold-Vision logs. Close modal Info To view recent...
