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Articles tagged "lists" returned 83 results.
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Add Widgets to a Home Page Dashboard
...Ellipsis Icon to share your Dashboard with colleagues or add more Widgets. Pinning widgets to a Home Page Lists, Charts, Counts and Tables created from lists can also be added...
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...
Creating A Target Chart
Charts, tables and counts are known as Widgets and can be created from lists or Home Pages. Target charts are a special type of chart that show performance against Product...
Creating A Count
Charts, tables and counts, known as Widgets, can be created from lists or Home Pages. Creating A Count From A List To create a Count from a list, select Report...
Power searching
Power searching allows users to filter lists with a range of searches such as: ANDSearch Example: filtering Accounts with Industry set to Manufacturing AND in United Kingdom. Here you could filter using...
Report, Calendar, Map and Flows view
...View is the most popular view in the system and this will display a list of all the items e.g. list of all Contacts in the system Calendar View Lists...
Create a campaign source
Campaign Sources are flexible, reusable lists that can be created for use with Gold-Vision Connect, mail merges or to simply export the data to a CSV file. Close modal Creating...
Using Bulk Replace
...rather than having to update records individually. Bulk Replace Filter your list and select Bulk Replace from the Actions menu More information about how to filter lists can be...
Set up your annual reporting
...in Gold-Vision. Use either the Sales and Forecast Lists, Opportunities or Quotes lists to get the data you want from your monthly or annual charts. Create your monthly or quarterly...
Creating Dashboards
...widgets, charts and lists. How to edit and share your dashboard. This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the...
