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Articles tagged "simple" returned 29 results.
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Linking Purchased Time
...Simple Time Management page for more details. Viewing Time logged linked to Time Product Sales Go to the Time Section on the Gold-Vision record and view: Summary breakdown Close modal...
Introduction to Time
...(i.e. 100 tickets for net £5,000). Do I have to use Products? If you are not using products the Simple Time Management will allow you to add an Estimated Time...
Introduction to Projects
...your CRM into simpler to manage section. Projects can be managed between their start and end date with Activities representing each milestone, which have a delegated Owner, the contact that...
Personalise emails with data tags
Connect is fully integrated with Gold-Vision, making it simple and easy to use data from within your CRM to personalise emails with data tags. Personalise Connect Templates To include a...
Managing data privacy
...resource, you can use automation to manage the heavy lifting. Automatically Managing Data Privacy Using Marketing Automation, you can set up a simple automated flow to ensure any new contacts...
Email marketing introduction
...more about Gold-Vision’s Connect packages. Connect Campaign How it works – a simple overview: Create a campaign source by segmenting your list of recipients, using any data field in Gold-Vision...
Create a campaign stage
Campaigns can be designed with one or multiple Stages, as complex or simple as your requirements. Stages define the medium you use to send your campaign (e.g. Connect Email, Phone,...
How to use the legacy drag & drop design tool
...and simple. Creating a Drag & Drop Connect Template When you are in the editor you will see that you have a number of options on the right hand side...
Sales Reports
Gold-Vision has built-in reporting which makes creating reports, charts and home pages simple for your sales reporting. Create Sales Reports Within various lists in the system you can create reports...
