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Articles tagged "time" returned 120 results.
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Xero Integration Overview
...consolidated view. Inspect customer and transaction history and create interactive reports in real-time without leaving your CRM. Simple quote creation Create professionally branded quotes using customisable templates in minutes. Simply...
Manage Event Bookings
...more than one Event at the same time. Close modal Add Contacts, Leads or Anonymous Attendees Once your Booking is created select to add either: Contacts – You will be...
The Home Page
...page at any time by clicking on the Gold-Vision logo (top left of the screen) or use the View menu. Close modal Info Your Team logo and banner are set...
Getting Started
...with the correct business address. You can also edit a record at any time to add additional information. When you’re done, just hit Save. Close modal Action Centre Wherever you...
Data Bridge
...that only the data you require is imported into Gold-Vision. Close modal Multiple data sources to multiple Gold-Vision objects Data can come from multiple sources at the same time. The...
Configure Account Page
Once you have installed your Portal it’s now time to Configure your Account Pages Account Pages are designed to display data from your Gold-Vision Accounts, Contacts, Sites & Profiles: Contacts...
Configure Activity Page
Once you have installed your Portal it’s now time to Configure your Account Pages Account Pages are designed to display data from your Gold-Vision Accounts, Contacts, Sites & Profiles: Contacts...
Data bridge import
...that only the data you require is imported into Gold-Vision. Close modal Multiple data sources to multiple Gold-Vision objects Data can come from multiple sources at the same time. The...
Configuring Loqate Email Validation
...contact or lead lists Validation time span Up to 730 days, set a time period for which an email address remains valid Data retention policy A setting to control what...
Adding & Viewing Engagement Scores
...Trend direction and a Timeline view of events in the last 60 days together with the score direction – TwoUp, OneUp, Neutral, OneDown or TwoDown. Each record is given a...
