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Articles tagged "lists" returned 83 results.
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Engagement Overview
...Engagement scores offer insights against Accounts, Contacts & Leads. List View – You will be able to view the Engagement History and Trend on your Account, Contact & Lead lists....
Creating Sales Target Charts
Creating Target Dashboards Target dashboards can be created from the Sales or Forecasts Lists. Firstly, within either menu change the ‘State’ to ‘All’ and select a custom date. Info In...
Creating A Lead
...Touchpoints Close modal Leads can automatically be imported into Gold-Vision if you have setup Touchpoint Scoring Rules – Touchpoint setup can enable Leads being automatically created in specific lists when...
Create Dashboards or Menus for your team
...from your Product Sales List, Forecast list, Quotes and Opportunity Lists Create Product Sales Dashboards From the Product Sales list filter the list as required, click Views and Reports...
Eventbrite Integration Overview
...and Connect tools you can target specific contact lists for specific events and send targeted emails, before and after your event. Gold-Vision allows you to track the success of your...
Enabling Highlight Rules
...through the steps in detail to help you setup and view the results of your Highlight rules. Tip Tip: Use Highlight Rules for lists that you “Pin” to either a...
How Do I Export Data?
...adding any additional fields you need and then exporting the data to CSV. Export Data using Reports Filter your data (see ‘Viewing and Searching Lists‘), select Report from the Views...
Importing your Leads
...begin. Close modal What Next? Configure the Lead Screen Configure your Lead Screen using the Screen Designer. Lead List Settings From the View menu → Lead Lists → Select the...
Introduction to Importing Leads
The Lead Management module provides an ideal environment for working on data outside of the main Gold-Vision system. For example, you may wish to keep a number of lists for...
Currencies
...options. Values in the Quotes and Opportunities lists are then converted on the fly and displayed in the Local Value field on the respective list (this field may need to...
