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Articles tagged "standard-reporting" returned 99 results.
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Creating An Opportunity
...most cases to create sales pipeline charts. Currency Gold-Vision supports multi currency options, this enables users to setup sales in different currencies and sales reporting can be created using Local...
Homepage
...Start course Close modal Gold-Vision Marketing Look out for our Gold-Vision Marketing course coming soon! Close modal Reporting & Dashboards Look out for our Reporting & Dashboards course coming soon!...
Using Touch Points
...set up your touch point scoring and define your categories in more detail here. Historical Touch Point Reporting Reporting is available for your Accounts and Leads to show historical Touch...
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...
Loqate Address Lookup Integration Overview
...standardise address formatting across the globe, making the address data stored within your Gold-Vision instance clean and clear. Setting up the Loqate Integration To find out more about the Loqate...
Campaign Introduction
Marketing Campaigns can be designed with multiple stages for various media types and as complex or simple as your requirements need. The Campaigns functionality can be used from both standard...
Introduction to Sites
Close modal What are Sites? Sites have been introduced as standard functionality in Gold-Vision to offer the ability to use and assign multiple addresses to different Gold-Vision items like: Account...
Gold-Vision 8 Upgrade Planning
...to assist with updating your system setup involving configuration changes or user training is not included as part of your standard support but we are very happy to plan this...
Create An Event
...you may want to include on your Event Screen Design to ensure you have all the information related to your Event. Standard Fields Are available to track Event information some...
Data Bridge
...does not replace the Standard Import Tool for Gold-Vision. Data Bridge Implementation The setup of the Data Bridge can be complex and it requires expert services from our team. We...
