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Articles tagged "user" returned 230 results.
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Retired Versions
...database if you are currently using it. Gold-Vision 8 includes modern security controls and a much improved user interface and integrations. Please get in touch with us on support@gold-vision.com should...
Creating Dashboards
Who is it aimed at? All users, particularly account managers, team leaders and managers to assist with reporting. What does it cover? Creating a home page dashboard made up of...
Workspaces Overview
Log in to Gold-Vision Marketing to access your Workspace. Most users will have one workspace which is linked to their Gold-Vision CRM; but if the organisation that you work for...
Performance
...the page. Form Submissions – how many users completed your landing page forms. Form Conversions – what percentage of the visitors to your landing page(s) completed the form(s). Leads Won...
New Campaign
...Campaign list view. You can assign a folder or add tags to easily locate it later. Additionally, you can assign teams and users who will be working on the Campaign....
Workspace Settings
...next to your contact avatar. Close modal The workspace settings allow you to make amendments to your settings as follows: General User Management Team Management Workspace Information Credit History ...
Sales Targets & Analysis
Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...
Landing Page Forms
...the Lead list option to have form submissions appear in that Lead List in Gold-Vision CRM. Redirect URL – is the web page that you wish the user to see...
Getting Started
Who is it aimed at? This webinar provides an introduction to Gold-Vision and is ideal for onboarding new users. What does it cover? Learn how to navigate, create menus, view...
Sales Targets & Analysis
Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...
