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Articles tagged "lists" returned 84 results.
Page 6 of 9
Categorise Your Data
...to select multiple Categories to filter on from a list. Close modal Tip Tip: Category filtering can be particularly useful when building campaign lists when you are trying to segment...
Bulk Document Production
Users can generate documents in bulk from most Gold-Vision lists where the item can already be used to generate documents from a template. The advantage of this functionality is that...
Pin to Home Page & Menu
...and customise your own menus from the Cog icon. Close modal Pin Items to Menu Filtered lists, New Menus and items can all be pinned to your custom menu. Click...
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...
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...
Financial Entities
...Financial Entity, the External ID is a unique 3rd party code for integrations. Tip Tip: Financial Entities can be set against Products, Currencies and Price Lists, Accounts, Opportunities and Quotes....
Lead Forensics Integration Overview
...point scoring. 3 Key Benefits of our Lead Forensics Integration A powerful combination – The combination of Gold-Vision’s Touch Point Scoring, lead lists, account, and contact information alongside the ability...
Google Mapping Integration Overview
...Benefits of our Google Maps Integration Radius filtering – the ability to drill down into your lists by postcode. When used, this feature will refine your search results by showing...
