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Articles tagged "users" returned 177 results.
Page 17 of 18
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...
Workspaces Overview
Log in to Gold-Vision Marketing to access your Workspace. Most users will have one workspace which is linked to their Gold-Vision CRM; but if the organisation that you work for...
Performance
...the page. Form Submissions – how many users completed your landing page forms. Form Conversions – what percentage of the visitors to your landing page(s) completed the form(s). Leads Won...
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....
Tasks Overview
...Page or it can be a standalone task. Info See User Management for more information on adding Users. Info Visit General Navigation for more information on Searching and Sort options....
Team Management
You can organise your Marketing users by keeping them in Teams. To create a new team, go to ‘Team Management’ and press ‘+ New Team’. Close modal Then add a...
Sales Targets & Analysis
Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...
Getting Started
Who is it aimed at? This webinar provides an introduction to Gold-Vision and is ideal for onboarding new users. What does it cover? Learn how to navigate, create menus, view...
Sales Targets & Analysis
Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...
Getting Started
Who is it aimed at? This webinar provides an introduction to Gold-Vision and is ideal for onboarding new users. What does it cover? Learn how to navigate, create menus, view...
