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Articles tagged "The Basics" returned 386 results.
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Sales and Forecast Lists
There are dedicated Sales lists available, depending on User Access Options, on the View menu. The purpose of the lists is to allow for listing and reporting on the sales...
Creating Activities & Reminders
...to the Activity. Note Activities will be linked directly to the item they were created from. Fields that cannot be edited are updated automatically once the Activity is saved....
Google Mapping Integration Overview
...make more efficient use of their time on the road – planning routes in advance or on the go, using real-time data. Map view See your data on a map....
Managing Duplicate Data
...to de-dupe. To do this go to Settings – open Account or Contact – locate the field – click the Ellipsis Icon – select Configure – click on the Advanced...
Rows (Columns)
...row, and click on create. To use a saved row, click on the row option on the righthand side of the designer, and change the dropdown to Saved Rows. Here...
Using Bulk Replace
...needs to be on the screen. See your Gold-Vision Administrator if the field is not on the screen and they will be able to add it for you. You can...
Create a ‘Cherry Picked’ source
...Contacts or Accounts to the source from either the Action menu on the Campaign Source: Close modal Or by clicking on the Add Accounts or Add Contact options in the...
The New Gold-Vision Home Page
...page at any time by clicking on the Gold-Vision logo (top left of the screen) or use the View menu. Close modal Close modal Dashboards You haven’t lost your dashboards...
Email Design
...start from scratch using Layouts or Themes. Close modal Info See Design Tools and functionality to find out more information about using the designer for your Emails. You will then...
Email Automation
...Bounced email. These scores pass back into the CRM into the Engagement Scores section against Contacts and Accounts. Info Read more about Engagement Scores in Gold-Vision CRM. There are two...
