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Articles tagged "report" returned 87 results.
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Connect reporting
The Reporting tab on a Connect mail shot shows graphical information regarding the tracking data as well as detailed information regarding click-thrus, read dates and times. Close modal This data...
How Do I Export Data?
You may wish to export data from Gold-Vision, for example to produce a monthly sales report to review with your sales team, this can be done by creating a report,...
Updates
...field. Activity reports can now be added to the Overview in Account Screen Design and include the Site along the X or Y axis. ‘New’ button removed from Reports list...
Creating a Quote
...Sales Reporting, click here to find out more. Quote Currency Gold-Vision supports multi currency options, this enables users to setup sales in different currencies and sales reporting can be created...
Intro to Lead Management
...your business when capturing new leads. This will assist with qualification and reporting with Lead Management. Import your Leads – You may already have a list either in Excel or...
Touch Points introduction
...simply add a section to their screen design for this reporting – Changing the Screen Design – Adding Sections You can choose to Add Touch Point reporting to either your...
Create Dashboards or Menus for your team
...from your Product Sales List, Forecast list, Quotes and Opportunity Lists Create Product Sales Dashboards From the Product Sales list filter the list as required, click Views and Reports...
Using Touch Points
...set up your touch point scoring and define your categories in more detail here. Historical Touch Point Reporting Reporting is available for your Accounts and Leads to show historical Touch...
Introduction to Time
...and easily create a Summary report for your customers and internal reporting. You can also create Dashboards and Reports using the Time Entries Data Source and Time / Unit options....
