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Articles tagged "event" returned 61 results.
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Updates
...column can now be added to Event Bookings list and accurately used to filter list of event bookings by Open, Closed – Won or Closed – Lost. Back to...
Adding & Viewing Engagement Scores
...As events are summed it will require more positive or negative events to push a score away from the default of 5. 0-1: Very negative 2-4: Negative 5-6: Neutral 7-8:...
Welcome new customers
...series such as the example below: Close modal Running a Welcome Email Series The series includes a welcome email, an introduction to help and support contact details, an event calendar...
Using Account records
...Menu: Account Recent events Users can view recent events against an account if they navigate to the Recent Events page Close modal Account Categories In addition to user defined fields...
Easy Navigation Tips
...URL to share with your team. Close modal Recent Events The page of an item you last navigated to will be stored in your Recent Events: For example, if you...
Item Reports
...Appointment Summary Activities N/A Opportunities Activities Gantt Chart, Opportunity Overview Quotes N/A Profiles N/A Projects Activities Gantt Chart, Project Overview Campaigns N/A Events Events Overview, Sessions Booking Planner Tip Tip:...
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...
Monitor activity
Use Recent Events to monitor activity for your team Gold-Vision records user actions in the system and these can be easily reviewed from the Recent Events list Managers can then...
Configuring LiveChat Integration
...value from Gold-Vision. When a chat commences in LiveChat, this webhook is used to display Gold-Vision contact / lead data in LiveChat. Set “Event” to “chat starts” and select all...
Configuring Sites
...Quote, Project, Profile, Campaign, Event, Event Session and all Activities Go to Settings > Screen Designer then choose the item you want to add the Site field on. Select the...
