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Articles tagged "Administrator" returned 90 results.
Page 3 of 9
Configuring Engagement Scores
Adding Engagement Columns to your default List View Your administrator will be able to add Engagements History & Trend columns to the default list view on your Account, Contact &...
Creating Accounts & Contacts
...only be accessed by the selected Account Manager and Gold-Vision Administrators. Email Domains Enter email domain(s) for the Account, e.g. gold-vision.com (after the ‘@’ symbol). Any email containing this email...
Using Contact records
...Contact, select the Relationship then click Add Close modal Info Links relationship options can be predefined by Administrator Users in the Settings area Creating documents from a Contact Document templates...
Preference centre
...When edited, these will automatically synchronise with Gold-Vision Connect allowing you to manage preferences more effectively. Managing Campaign Preferences – Connect Administrator Campaign Preferences can also be managed in Gold-Vision...
Capture, Manage & Nurture Exhibition Leads
...exhibition. You will need to be a Gold-Vision Administrator to update the screen Design. Updating Settings and Screen Design 3. Capture Leads On Any Device At The Exhibition Use Gold-Vision...
Creating An Opportunity
...visible in the products sales list. To find out more about Quote and Products click here. Tip Tip: System Administrators can change the Probability values in Special Drop Options....
Automate the sales process
...Close modal Click here to find out more about Activities and Reminders For Administrators if you would like to find our more about Alerting and Workflow please click here ...
Create a Lead List
...Administrator or Importing Leads for help with this. Leads will be imported based on the data you have in your Excel or CSV file. Tip Tip: Leads can be imported...
Creating Sales Target Charts
...vs Forecast’ Target chart. Close modal Info Your Administrators will need to setup Targets in the Settings area, see here for more information on How To Setup Sales Target ...
Managing your Leads
...edited by a Gold-Vision Administrator. This can be a useful field to create reporting from to understand how your leads are progressing. Close modal Other Actions: Close modal Discarding a...
