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Articles tagged "lists" returned 83 results.
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Design your screens & lists
Who is it aimed at? Gold-Vision Administrators and Managers. What does it cover? How to customise and configure your screens and lists in Gold-Vision 8....
Gold-Vision 8 Upgrade Planning
...lists Unable to create new charts from lists Unable to ‘Add Items to this view’ from a list (Add existing charts) Unable to create new Favourites from lists Unable to...
Role Management
...Account Page contains sub-lists, which also need to have Roles set against them to determine who has access to the Sublist, Edit and/or Create rights. Click on the Sub-lists tab...
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Create a Lead List
...see below for more information on the fields available. Close modal Tip Tip: New Lead Lists can be cloned from existing Lead Lists – this can save time when managing...
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Easy Navigation Tips
Viewing Lists To view the list of items from your Gold-Vision use the icon to View lists. Close modal Tip Tip: You can create your own menus. Click on the...
Managing your Leads
Viewing Leads All Leads can be viewed from the View → Leads. You can also view Leads from specific Lead Lists. View → Lead Lists. Select My Leads to view...
Configuring Engagement Scores
...Lead lists. In this video we will show you how to add Engagement Columns to your default List View and how to add the Engagement Section to your Account, Contact...
Capture, Manage & Nurture Exhibition Leads
Lead lists can be created for various sources. In order to track lead conversion from specific sources it can be useful to setup multiple lists to capture where your leads...
