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Articles tagged "using_contact_sync" returned 319 results.
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Set up your annual reporting
Use Gold-Vision to standardise your reporting for your meetings and collate charts to track progress for the business. Create widgets, tables or counts which are dynamically refreshed using the data...
Capture, Manage & Nurture Exhibition Leads
...The Exhibition Lead Lists are created within the Lead Management section, available on the View menu, or from the New Menu Close modal 2. Update Screen Design Using the Settings...
Creating An Opportunity
...most cases to create sales pipeline charts. Currency Gold-Vision supports multi currency options, this enables users to setup sales in different currencies and sales reporting can be created using Local...
How to use the legacy drag & drop design tool
...and desktop): Close modal Tip As well as using the Preview Template function, it’s always a good idea to send yourself a preview of the email using the Send Preview...
Email marketing introduction
...more about Gold-Vision’s Connect packages. Connect Campaign How it works – a simple overview: Create a campaign source by segmenting your list of recipients, using any data field in Gold-Vision...
How to send an email with Connect
...relevant option. From this area you can continue to make any final tweaks and edits to your template by using the drag and drop designer as normal. For more information...
Viewing & Reporting-Time / Units
...Total – represents the total Units logged by each user Time Reporting Report on Time / Units logged Using Dashboard functionality users can report on time / units logged Gold-Vision....
Web Form Integration
...or your web developer We can create a custom web form for you using our API You can use our API via your web developers to create your own custom...
Screen Designer
...fields for use with GDPR settings – see ‘Using GDPR in Gold-Vision‘ Configuring drop options for Dropdown fields – See ‘Amending Drop Options‘ and create Highlight Rules Setting Fields Defaults...
Updating an Import
...Rather that creating a new lead list you can update an existing lead list. Option 1 – Using a Control Column to update the original list If you think that...
