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Articles tagged "lists" returned 77 results.
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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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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...
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...
Creating a Quote
...in your Gold-Vision users can choose the price list that the product needs to be added from Price Lists can be accessed via the View > Products > Price Lists...
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...
Configure Account Page
...Adding Page Sublists You can add additional tabs to display Contact, Site and/or Profile details on the Account portal. Close modal Click on the Sublists tab then click the Add...
Set up your annual reporting
...in Gold-Vision. Use either the Sales and Forecast Lists, Opportunities or Quotes lists to get the data you want from your monthly or annual charts. Create your monthly or quarterly...
User Configuration
...to certain areas such as Lead Management and Touch Points. If you need the users to be available on lists, such as Account Manger, or to invite to an appointment,...
