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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
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Using The Flows View
The Flows view allows users to see data (for example Projects) in a view showing cards with ‘swimming lanes’. Cards can be dragged and dropped in to different lanes. Create...
How To Setup Product Group Targets
Product Group targets are set-up and managed within Product Targets in the Settings area. New Product Targets can be set up via the Actions menu. Setting up New Product Targets...
Updating The List Design
...Options Use the Manage Options section, within the Actions menu, to set which fields you would like hidden and visible within the drop down list. Close modal Default View Using...
Using Secure Notes
Introduction to Secure notes The Secure Notes feature allows a user to create a note with an additional layer of security. The body of the note is recorded in the...
Using Loqate Email Validation
...an invalid email address. A blue solid circle is a fully validated email address. Some may appear with a half circle; this is partially valid, potentially the domain has been...
Engagement Overview
Engagement scoring is a great way to determine when the Sales team or Account Manager should get in contact with a Lead, Prospect or Customer. For example… The sales team...
Creating Sales Target Charts
Creating Target Dashboards Target dashboards can be created from the Sales or Forecasts Lists. Firstly, within either menu change the ‘State’ to ‘All’ and select a custom date. Info In...
Sales and Forecast Lists
...data that is currently held in multiple different areas of the system: Opportunities with and without Quotes, Quotes themselves and confirmed Seminar Bookings. Close modal Sales Lists Shows a...
HTML templates
...open a WYSIWYG tool with access to view and edit the Source code: Close modal Adding HTML to a template If you have a set of HMTL ready to go,...
Asset Library
Your Asset Library is your repository for all the imagery that you want to use within your Brand, in your templates, emails and landing pages. Upload Images Upload your...
