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Articles tagged "custom" returned 102 results.
Page 7 of 11
Managing your Leads
...reviewed before you progress, see further details on duplicate scoring below. Tip Tip: Pin filtered lists to a menu for quick access to your Leads. See Menus and custom items....
Standardise documentation
Create Proposal documents Create personalised proposals to send out to your customers By clicking on the Template Icon, the Generate Document Screen will appear. Here you will be able to...
Creating Accounts & Contacts
Create A New Account An Account is the central record for managing all company information, whether they’re customers, prospects, partners or suppliers. New Accounts can quickly be created by using...
Configuring Sites
...can customise this by adding additional fields, sections and pages. Note Only Administrators and Configuration Managers can screen design or list design this, in the Settings area. Close modal Tip...
Managing Activities
...with an Account customer, to define a new action following the first Activity, perhaps to prepare a Quote or set up a demonstration. New Opportunity More on how to create...
Using Contact records
...Print To print an account record select print from the Action Menu Using Privacy Actions in Gold-Vision – GDPR Users can easily manage manage customer data for GDPR purposes using...
Campaign stage types
...for Mail Merge. Close modal Phone Using the Phone Media type for a campaign stage can be really helpful when it comes to things like a customer onboarding campaign. Create...
Using stock templates in Connect
...templates that are easily customisable to match your brand style. To use one of the stock templates available, select Templates from the upper righthand side menu. Select + New, then...
Touch Points introduction
...or a Lead so that Touch Points historically set are visible. This can be particularly useful for account management of a customer or prospect sales engagement. Your Gold-Vision Administrator can...
Introduction to Time
...and easily create a Summary report for your customers and internal reporting. You can also create Dashboards and Reports using the Time Entries Data Source and Time / Unit options....
