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Articles tagged "event" returned 61 results.
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Engagement Overview
...Engagement Score, Trend direction and a Timeline view of events in the last 60 days together with the score direction – TwoUp, OneUp, Neutral, OneDown or TwoDown. Close modal Click...
Using Secure Notes
...note is secure and you can click the ‘View Secure Note’ button to reveal the contents. This will also log a recent event that you have viewed this secure note....
Integrations Pricing
...Dynamic NAV £245 Exchequer £245 Eventbrite £50 Get a free account here Data Bridge £50 N/A Contact Us Glenigan £50 See Glenigan pricing Barbour ABI £50 See Barbour ABI pricing...
Report Settings
...Reports Custom Reports can be used to add custom RDL reports to the Gold-Vision Reports list. To prevent Gold-Vision from using a Shared SRS Connection when running the report uncheck...
Capture, Manage & Nurture Exhibition Leads
...Assign Leads 7. Start Working With Leads Use our Help to start working with leads, creating call backs adding notes and eventually promoting records into Gold-Vision. start working with leads...
Creating An Opportunity
...Menu then click on Forecast Info Please note that forecast list in Gold-Vision includes values from Events and Bookings as well. Security Visibility of opportunities can be controlled via the...
Using Bulk Replace
...Tip: Lists within Accounts, Contacts, Events, Opportunities, Quotes and Activities can be bulk-replaced. Multi Select – Bulk Update You can multi-select lines to bulk replace field data for those selected...
Using Contact records
...recorded against: Contacts, Activities, Appointment, Opportunities, Quotes, Profiles, Projects, Events, Campaigns and Emails. To find out more about using categories visit the Categorise Your Data page. Categorise Your Data page....
Connect reporting
...to the activity for a follow-up call. From these activities the sales team may create either Opportunities, Appointments or Event bookings to track ROI from the initial email. Close modal...
Touch point automation
...about your brand Give a touch point Score when a new Opportunity of over £50,000 is created, or when a new Event Booking is created When Leads reach a touch...
