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Articles tagged "follow-up" returned 119 results.
Page 8 of 12
Simple Time Management
...functionality, make sure the following items have been screen designed on the required Gold-Vision records: Time Section has been added to the screen design – to find out how to...
Creating A Chart
...from the View menu. Close modal You will then have the following options: Close modal Select create a new widget and select Chart Select the chart type then choose the...
Creating A Count
...from the View menu. Close modal You will then have the following options: Close modal Select Count, amend the name if required. Close modal Counts can be renamed and pinned...
Creating A Table
Creating A Table From A List To create a Table from a list, select Report from the View menu. Close modal You will then have the following options: Close modal...
Web Form Integration Overview
Gold-Vision web form integration can automatically update the Lead management area in Gold-Vision with new leads. You may already have a web form on your website which captures your lead...
Calendar Synchronisation
...Calendar Synchronisation supports the following third party calendar providers: Microsoft Exchange (2007 or later) Google calendar Office 365 To enable calendar synchronisation you may need to setup a service account:...
Configure your Lead Screens
...can be also be configured using the screen design tool. Default Fields The following fields will appear by default on the screen: Summary Company Main Phone Website Post/Zip Code First...
Outlook Plugin
...This is why from March 2017, the Outlook 2007 plug-in is no longer supported. Download the Plugin To download the Outlook Add-In, go to https://outlook-plugin.goldvisioncrm.com/setup.exe You can then Save and...
Short Codes
Short codes have been built into Gold-Vision to achieve the following purposes: Provide a unique reference number for each item in Gold-Vision. This can be used as an alternative to...
Touch Point Rules
...page, irrelevant of how long they spend on the page. Close modal Tip When setting up your Web Tracking rules we recommend a ‘catch all’ rule – with no URL...
