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Articles tagged "The Basics" returned 386 results.
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LiveChat Integration Overview
...have the option to add them. Save time with function shortcuts – If a visitor is listed within your Gold-Vision instance you can choose to create items against their contact...
Lead Scoring
...Connect emails, if a Lead click on a link in a Connect email they receive they will get a Touch Point score, you can then monitor their interest in your...
Managing Opportunities
...the Opportunity Contact directly from Gold-Vision. Print an Opportunity Click Print if you would like to print the Opportunity details. Watch our web clip to see how to manage...
Landing Page Design
Click on the Design tab or Design button and select the Browse Designs button. Close modal You can either start your design from a Brand Template by simply by...
Configuring Engagement Scores
...& Lead screen. Close modal Click for more information on updating the List Design. Tip The Trend column can also be added against other lists these include:- Activities, Appointments, Contacts,...
Using Appointments to manage diaries
...the outcomes of your sales meeting by using the Outcome drop down field: Close modal Info Appointment Outcome options can be changed in the Settings area. Filter Apointments View Team’s...
Introduction to Importing Leads
...that data may be incomplete and requiring qualification prior to inclusion in to Gold-Vision. Using the Gold-Vision Import tool you can import the Leads, keeping them separate from your mail...
Landing Pages Overview
...landing page, click on the bottom icon on the left-hand side toolbar, and then click the “+ New Landing Page” Button in the top right. Close modal Info A subscription...
Introduction to Sites
...Contact Opportunity Quote Project Profile Activity (Account, Contact, Opportunity & Project) Campaign Event Event Session The address details for Gold-Vision records are now held in the Site record. Users can...
Linking Items
...Close modal You can select the item you want to link and then specify the relationship between the items. Close modal Tip Tip: If you have linked contacts to an...
