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Articles tagged "table" returned 44 results.
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How to use the legacy drag & drop design tool
...check how it is going to look on different devices then click on the Preview Template icon and you will be able to switch between different device views (mobile, tablet...
Lead nurture
...a mobile-first approach so our lead capture forms are perfect for use on a tablet or phone at an event. Step 2 Design an automated email template in Gold-Vision Connect...
Creating A Chart
Charts, tables and counts, known as Widgets, can be created from lists or Home Pages. Creating A Chart From A List To create a chart from a list, select Report...
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...
Using your Sage 50 Integration
...Activities Import module pulls this data into purpose-built Gold-Vision tables. Specifically, data is pulled from the Customer “Activity” area of Sage. Close modal Data can then be viewed in Gold-Vision...
Outlook Plugin
...within the Inbox (or other folder) or open the item, then click Add Message to Gold-Vision. Note: We aim to offer customers the best and most stable Outlook integration possible....
Import types
You will need to select the Import Type depending on the data you are importing Close modal Import Types & Match Keys This table below explains the different types and...
Importing your Leads
...List Status can be set to Open (Leads editable) or Closed (Leads hidden). Access Mode can be set to Public, Team or Private. Choose your Promotion Mode from Anyone or...
Preparing your Lead Data
...before commencing The data is in an acceptable format for initial insertion into Lead Management Tips Create a unique reference number for your leads – this could be crucial if...
Mail Tracking & Calendar Troubleshooting
...log to download it Review the log for a message similar to “Failed to test mail tracking settings: <reason>” Use the table below to help resolve the issue Message Advice...
