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Articles tagged "homepage" returned 26 results.
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Enabling Highlight Rules
...view the results of your Highlight rules. Tip Tip: Use Highlight Rules for lists that you “Pin” to either a Homepage or Menu which you can use in your meetings....
Creating A Table
...of the items. Info Widgets are dynamic, if a change is made to the list, the charts will automatically refresh. If pinned to a Homepage the filters will be retained....
How to send an email with Connect
...run a campaign stage, it will be available in Connect. You can find the mailer either on the homepage under Recent Mail Shots, or by clicking on Mail Shots, then...
Using The Flows View
...the criteria of your view click to change using the Setup button. Tip Pin a filtered Flow view to a menu or homepage for quick access as filters will be...
Pin to Home Page & Menu
Home Page Use your Home Page to display frequently used/ viewed Dashboards Click on the Gold-Vision logo (top left of the screen) or use the View menu. Close modal Pin...
Report, Calendar, Map and Flows view
...can be dragged and dropped in to different lanes. Close modal Tip Pin a filtered Flow view to a menu or homepage for quick access as filters will be saved....
Sales Reports
...Sales Charts & Dashboards From the homepage you can create tabs from the Actions ribbon by selecting New Tab. Charts can be added to tabs. You can create a Sales...
Creating Sales Target Charts
...your definition. Click on Save. This can then be pinned to a Homepage Dashboard and shared with the wider team. Close modal Below is an example of a ‘Sales vs...
Create Dashboards or Menus for your team
Create Homepage Dashboards or Menus for your team and make them public. This will help to make sure everyone is working from the same sales data. Dashboards can be created...
Creating Home Page Dashboards
An Introduction to Dashboard Management Dashboard Management enables users to edit, duplicate and share dashboards with teams / users. The Manage Dashboards option also allows you to… Specify which teams...
