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Articles tagged "user" returned 230 results.
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Using Appointments to manage diaries
...Allows users to see all Sales Appointments by type Close modal Info Appointment Type options can be changed in the Settings area. Set Appointment Outcomes Create reports to measure the...
Creating Activities & Reminders
...main Gold-Vision User who will complete the Activity. If you do not assign an Owner, the Activity creator will automatically be assigned to the Activity. Note Activities will be...
Address Lookup
...is updated every day from Royal Mail’s Postcode Address File (PAF®). This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with...
Bulk Document Production
Users can generate documents in bulk from most Gold-Vision lists where the item can already be used to generate documents from a template. The advantage of this functionality is that...
Easy Navigation Tips
...complete your Activities from your To-Do list. Navigation using Short Codes As well as navigating using the view or global search option, users can also access top level lists by...
Using Sites
Assign a Site to Gold-Vision records Sites can be assigned to different Gold-Vision Records. As default Gold-Vision will assign the Primary Site to all new records. Users can then choose...
Campaign stage types
...modal Info You need to be a Connect user to be able to use this feature. Contact your account manager to find out more Outlook To run an Outlook email...
Email marketing introduction
...be able to use the features of Connect you first need to be set up as a Connect user. Please get in touch with your account manager to find out...
How to use follow up rules
...created, a user can create either an Opportunity, Appointment or a Booking. The count of these created and the value is automatically linked to the Campaign and Campaign Stage. Alternatively,...
Letter Campaigns
...address, salutation and a variety of user defined contact fields. 1. Set up 2. Create a template 3. Creating and running a letter campaign Setup Letter Campaign To set up...
