Search Results
Articles tagged "time-management" returned 194 results.
Page 16 of 20
Manage your monthly sales meetings
Using Gold-Vision for your Sales Meetings saves time when preparing for the meeting, no need for everyone to produce spreadsheets and send them to you prior to the meeting. Sales...
Managing Quotes
...functionality from a Quote Record that you have already created. You can copy quotes multiple times and move forward the Estimated Close Date at intervals when you copy. From a...
Pin to Home Page & Menu
...be opened with the template field data pre-filled as a default, saving time. Close modal Info This functionality replaces and improves on the “Custom Item” alert functionality from version 7....
Creating & Using Notes
...immediate alert to another user(s) Set Reminder – select a date and time Gold-Vision should send you a reminder of this note. Phone Note – An icon of a phone...
Using Bulk Replace
...wish to replace and what you want to replace it with. Close modal then click Confirm Info Users can only bulk replace 50 items at a time using Multi Select...
Copy/delete a campaign stage
Copy Campaign Stage Copying a Campaign Stage is great if you want to save yourself some time and get more accurate insights on month by month stats for things like...
Connect reporting
The Reporting tab on a Connect mail shot shows graphical information regarding the tracking data as well as detailed information regarding click-thrus, read dates and times. Close modal This data...
Touch point automation
...point Score of 50, for example, add them to your nurture Campaign Source. This ensures you are delivering relevant messages to specific targets at the right time As part of...
Creating A Gauge Chart
...Time object. Close modal Tip We recommend that users state the actual target value in the chart’s summary e.g. Sales this month – to target £100,000 Gauge Chart Details the...
