Search Results
Articles tagged "The Basics" returned 386 results.
Page 36 of 39
User Roles
...user. Close modal Info To view a list of Members, they first need to be added to the item in the Screen Designer area of Settings. Add a new List...
How Do I Export Data?
...adding any additional fields you need and then exporting the data to CSV. Export Data using Reports Filter your data (see ‘Viewing and Searching Lists‘), select Report from the Views...
Timeline
...for social media posts) can also be scheduled and the various dates will form the display of your Campaign in the Timeline view. Click on any Element to open it....
Creating a Quick Quote
Create a Quick Quote from the New menu This is used in circumstances where the Quote needs to be generated quickly. A parent Opportunity is generated automatically by Gold-Vision so...
Audit
...previous version of the Template. Close modal Undo / Redo At the bottom left hand corner you will find options to Undo and Redo each edit of the Template changes....
Setting up Sales Charts
...select the date date and create a Pie Chart. Close modal Close modal Not sure which to set as the X and the Y axis? See our tips page!...
Use Google to Map your Sales
Map Opportunities / Sales or Leads Go to the list of your Opportunities and select the Maps View Close modal Crete routes to visit your opportunities or check if there...
Time Settings
Time can be accessed in the Settings area. As an Administrator you can set the number of hours in a working day, you can select round up or down to...
Categorise Your Data
...click on the Categories “Available” to add them. Close modal From a Gold-Vision list the categories set are also visible and editable. Close modal Use the Search Helper to click...
Asset Library
...own images using the Upload button: Close modal Give the logo a name, optionally assigning it to a folder or tag. Info Visit General Navigation for information on how...
