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Articles tagged "report" returned 87 results.
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...Start course Close modal Gold-Vision Marketing Look out for our Gold-Vision Marketing course coming soon! Close modal Reporting & Dashboards Look out for our Reporting & Dashboards course coming soon!...
Creating An Opportunity
...most cases to create sales pipeline charts. Currency Gold-Vision supports multi currency options, this enables users to setup sales in different currencies and sales reporting can be created using Local...
Using Appointments to manage diaries
Keep on top of your Sales by managing your diary through Gold-Vision Configure Appointments to record the following information: Appointment type, Outcomes, Follow up, Meeting notes, Reports. Set Appointment types...
Managing Appointments
...third party Calendar Run Report run a report to show start/end dates, location, subject, attendees, notes and activities Calendar View Actions Default View Users can now setup the default view...
Managing Duplicate Data
...tab – set the De-Duping checks on new and/or existing items. Close modal Duplicate Report You can run a Report to identify duplicate Accounts and Contacts. Close modal Merging Accounts...
Knowledge Hub Courses
...Marketing Look out for our Gold-Vision Marketing course coming soon! Close modal Reporting & Dashboards Look out for our Reporting & Dashboards course coming soon! See the latest release notes...
Creating A Gauge Chart
...and visualize in which range the current value is falling. How to create a Gauge Chart From the Gold-Vision list click on Views and then Report Close modal Click Create...
Google Analytics Integration Overview
...compare results and conversions from email campaigns to those from your other digital marketing sources. Close modal 3 Key Benefits of our Google Analytics Connect Integration Reporting – Gold-Vision’s Google...
Xero Integration Overview
Close modal Explore features like invoicing, payroll, reporting and more, where you can manage your numbers effortlessly and accurately with the Gold-Vision Xero integration. Xero Integration for Gold-Vision...
Create a Lead List
...be amended using the Settings and Screen Designer if it is blank. Identifying the type of list could help you with your lead management reporting. Total Promoted – this will...
