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Articles tagged "reporting" returned 56 results.
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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...
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...
Report, Calendar, Map and Flows view
Gold-Vision data can be viewed in a variety of formats in the system. From the views drop down options users can select which view is required. Close modal List...
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...
Mail Tracking & Calendar Troubleshooting
...Actions Menu select Mail Tracking Settings Click the Test button A message will appear shortly reporting “Unable to Connect to Mailbox“ Open Settings and select Logs Click on the GoldVision8_YYYY-MM-DD...
Creating a Project
...be recorded in the Stage History of the Project for analysis and reporting purposes. Activities / Appointments Users can setup a number of Activities and Appointments against the Projects and...
Introduction to Time
...and easily create a Summary report for your customers and internal reporting. You can also create Dashboards and Reports using the Time Entries Data Source and Time / Unit options....
Managing Projects
Users can plan and manager their Projects in Gold-Vision with simple resource allocation, correspondence tracking and powerful reporting. Create Activities/Tasks for a Projects Project Activities can be useful to manage...
Category Management
...searching and can also be used for reporting and for inclusion in Campaigns. Adding A Category New Categories can be set up in the Category Management area. Close modal Once...
