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Articles tagged "Name" returned 146 results.
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Landing Page Templates
...Give your Landing Page Template a name and optionally assign it a Folder or Tag it if you wish. Note that you can either search for pre-existing folders or tags...
Email Merge Fields
You may also choose to add in ‘Merge fields’ which would then pull that value from your Gold-Vision. E.g., a recipient’s name or an order date, customer reference number or...
Advanced Templates
...= CONTACTACTIVITY Project Activity = PROJECTACTIVITY Opportunity Activity = OPPORTUNITYACTIVITY What is shown in Blue is name of the field you are referencing. Field names can be obtained from Gold-Vision:...
Updating an Import
...Data File Format means: a) File header row contains exactly the same column names b) The order of the column names (left to right) are exactly the same Match Key...
Role Management
...on the New button Role group Name – Where you enter the name for your Role Group, for example “Sales”, “Support Team”, etc. Roles – This is where you will...
Gallery
Gallery sections offer the ability for dedicated, named locations for images and documents to be created. Multiple gallery sections can be added to a screen to create named holding areas...
Viewing & Reporting-Time / Units
...Remaining – this represents how much time is remaining for each Time Product sales 2. Time logged by User Close modal Summary – represents the name of the User that...
Creating A Gauge Chart
...New Widget Close modal Choose a Target Chart then select the type as Gauge Chart Close modal Add the Name for your chart and choose your Y-Axis Add your thresholds...
Configure your Lead Screens
...Name Last Name Contact Phone Mobile Email Adding Fields Additional fields can be added to the screen, including the fields on your cvs file and new user defined fields. Fields...
How To Setup Sales Target
...Go to Settings and click on User Targets. Click on Actions and then press ‘New’ to start creating a new sales target Close modal Enter a unique name and choose...
