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Articles tagged "Team" returned 105 results.
Page 7 of 11
Monitor activity
Use Recent Events to monitor activity for your team Gold-Vision records user actions in the system and these can be easily reviewed from the Recent Events list Managers can then...
Viewing & Editing Lists
...modal Info Your Administrator can change the default view columns for all users or specific teams. Using the Split Screen Users can use the Split Screen functionality to view the...
Overview (web, email, social)
You can view touch points by clicking on the View menu and then selecting Touch Points. You then have the option of filtering the view by All, My, or Team...
Connect reporting
...to the activity for a follow-up call. From these activities the sales team may create either Opportunities, Appointments or Event bookings to track ROI from the initial email. Close modal...
HTML templates
...HTML templates that you have previously used in other tools or that your design agency/team have created. From the Template library, select Upload HTML Template option and upload the relevant...
How to send an email with Connect
...double checks to make sure someone important isn’t missing from the list: Close modal Preview tab After checking your recipients, you can send yourself or other members of your team...
Simple Time Management
...if for example you would like to record the time used for pre-sales by your Sales Team . For this specific example users will log the time used for Pre-Sales...
How To Setup Sales Target
Gold-Vision gives you the ability to setup your own Sales Targets which is a great way to keep your Sales Teams focused and provide an overview on how your business...
Lead Scoring
...specific page on your web site they will accumulate Touch Points. Filter the list data and assign high-scoring leads to sales teams. Connect Create scores based on interactions with your...
How Do I Export Data?
You may wish to export data from Gold-Vision, for example to produce a monthly sales report to review with your sales team, this can be done by creating a report,...
