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Articles tagged "report" returned 87 results.
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Creating Sales Target Charts
...settings, you can create custom date periods to match Financial dates used by your business Click on ‘Views’, select ‘Report’ and then ‘Create a New Widget’, select ‘Target Chart’. There...
Manage your monthly sales meetings
Using Gold-Vision for your Sales Meetings saves time when preparing for the meeting, no need for everyone to produce spreadsheets and send them to you prior to the meeting. Sales...
Managing your Leads
...edited by a Gold-Vision Administrator. This can be a useful field to create reporting from to understand how your leads are progressing. Close modal Other Actions: Close modal Discarding a...
Monitor activity
...can then create Widgets and Charts from this list then add them to Menus or Dashboards : Close modal See Dashboards for more information about creating Charts and Reports. ...
Sales and Forecast Lists
There are dedicated Sales lists available, depending on User Access Options, on the View menu. The purpose of the lists is to allow for listing and reporting on the sales...
Set targets
Create user targets In the Settings area, create user targets for Sales, Leads, Appointments or Activities. These targets can then be used in the reporting area in lists such as...
List Stats
Allow users to quickly generate numeric statistics from almost any list They are most useful for quickly totalling numeric columns or discovering the spread of records within a list by...
Campaign Introduction
...management or other duties. Gold-Vision Campaigns also tie in with Gold-Vision Connect (our fully integrated email marketing module) to support visual marketing that can be tracked and reported on. Close...
How to send an email with Connect
...address for replies to be forwarded to. Close modal After your mail shot has been sent you will get access to the Tracking, Reporting, Bounce and Export tabs. These will...
How Can I Use Profiles?
...widgets and reports. Creating a Profile Click on the View menu select Profile and lick on the + icon. Close modal Or click on the New Menu and select Profile....
