Search Results
Articles tagged "menu" returned 124 results.
Page 4 of 13
Configuring DocuSign Integration
Three easy steps to install DocuSign integration on your Gold-Vision: Install Go to Integrations Storefront next to the Action Menu on the top right-hand side of your screen saver. Close...
Create a Delegate List
...Export format as Attendees Tip From the Actions Menu you can pin the Delegates list to a Home Page or a Menu so that your team can access it easily...
Updates
Back to Release Notes – September 2021 Updates Lists / Menu The Account field called External ID can be added to the Product Sales list You can now create Quick...
Configure Account Page
...and add new site details for example Delivery or Billing addresses. Profiles – are ideal for managing licensees, warranty details, inventory of items and more. Menu Settings Close modal Menu...
Building your Template
To start building your template, click on the first block you want to use from the Content or Rows menu on right, drag it over to the design space and...
Capture, Manage & Nurture Exhibition Leads
...The Exhibition Lead Lists are created within the Lead Management section, available on the View menu, or from the New Menu Close modal 2. Update Screen Design Using the Settings...
Creating An Opportunity
...from the New Item Menu From Gold-Vision click the plus button then select Opportunity Close modal Option 2 – from the Account record From the Account record click on the...
Create a Lead List
...from the New Menu Close modal Or from the View Menu go to Lead Lists and then use the New icon. Close modal You will have the option to use...
Creating Accounts & Contacts
...the New Item menu: Close modal Tip Tip: New Accounts can also be created from within the Accounts view. Enter Account Details Security Level Can be chosen for the Account...
Viewing & Editing Lists
Viewing Lists Lists can be viewed by selecting an item from the View menu Close modal View Records from the List To access any records from the list click on...
