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Articles tagged "lists" returned 84 results.

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Capture, Manage & Nurture Exhibition Leads

Lead lists can be created for various sources. In order to track lead conversion from specific sources it can be useful to setup multiple lists to capture where your leads...

User Configuration

...to certain areas such as Lead Management and Touch Points. If you need the users to be available on lists, such as Account Manger, or to invite to an appointment,...

What’s New in Gold-Vision 8

...options to pin key lists to for individual or team use. Customise based on your role or business needs. New global search function helping you to find what you’re looking...

Event Reporting

Create a Chart or Report Reports can be created from any of the Event lists available. For Sales and forecast reporting you can also use the Product Sales List for...

Account Portal Management

...a list of options is available you can choose to hide selected options. Adding Page Sublists You can add additional tabs to display Contact, Site and/or Profile details on the...

Microsoft Dynamics NAV Integration Overview

...pushed into Gold-Vision in multiple formats, including fields against the Gold-Vision account, transaction history lists, and line lists. Streamline processes Gold-Vision’s integration with Microsoft Dynamics NAV can be used to...

Exchequer Integration Overview

...and tax codes and import Exchequer products into your CRM to ensure that your sales team creates quotes in Gold-Vision using only Exchequer approved prices and product lists. Customer integration...

Updates

Back to Release Notes – September 2021 Updates Lists / Menu The Account field called External ID can be added to the Product Sales list You can now create Quick...

Ranked List

...Rank Value in Optional Headings – Click on the + icon to add to the visible list and Save. Add the Colum to your list. See viewing & editing Lists....

Configure Account Page

...complete click the Save button. Info Please Note – where a list of options is available you can choose to hide selected options. Adding Page Sublists You can add additional...