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Articles tagged "lists" returned 84 results.
Page 7 of 9
How To Setup Sales Target
...sales are performing. Targets can be setup for Sales, Leads, Appointments or Activities in Gold-Vision, these can then be used in the reporting area in lists such as Sales, Forecast,...
Using the Eventbrite Integration
...under the new Account No: Only this Contact will be put under the new Account. Extra Gold-Vision Event Functionality Creating Activities against Events Exporting Lists to create Badges Create Campaigns...
Using the Generic Phone Integration
...from: From most Lists On item Screens From the To Do Close modal Call Record History Gold-Vision records a list of numbers dialled from within the product. Each time you...
Using Google Mapping
...all major lists to allow any geocoded items to be displayed on a map. In order for the map view to be displayed, one geocoded field must be selected to...
Using the Exchequer Integration
...against the Gold-Vision Account Close modal 2. Lists against the Gold-Vision Account Close modal 3. Exchequer Transaction History List This list will display items such as invoices and credit memo’s...
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...
Generic Phone Integration Overview
...Dial from multiple places You can click-to-dial from areas of Gold-Vision that provide a list view, including contacts and To-Do lists. The ability to make calls from your To-Do list...
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...
Creating Templates & Template Tags
...output lists in a single template (for example, to have a list of ‘standard’ and ‘optional’ items from one quote). Support image replacement in tables (or in standard field tags)....
