Facebook Integration Overview

...new leads to specific lead lists when someone interacts with you page. Valuable insights – by using Touchpoints, you can understand the impact you social campaigns are having on your...

Creating A Chart

Charts, tables and counts, known as Widgets, can be created from lists or Home Pages. Creating A Chart From A List To create a chart from a list, select Report...

Creating a Project

...these will be listed in the sub-lists or widgets for that specific Project. Members If different users will be involved in a Project, they can be added as members to...

Campaign Introduction

...Gold-Vision and Lead Management data. In Gold-Vision campaigns you can also build source lists for use with Outlook email, phone, letter, SMS, Gold-Vision Connect or Export to a csv file...

Using The Flows View

The Flows view allows users to see data (for example Projects) in a view showing cards with ‘swimming lanes’. Cards can be dragged and dropped in to different lanes. Create...

The Basics

Create a ‘Cherry Picked’ source

You can approach developing a ‘Cherry Picked’ source in a few different ways. First, you could create an empty Source from the New item list, fill in the relevant fields,...

Add/exclude recipients to a stage

Add Recipients To add a source to a campaign stage, use the Sources drag and drop section at the bottom of the Campaign Stage Overview page. Select from the list...

List Stats

Allow users to quickly generate numeric statistics from almost any list They are most useful for quickly totalling numeric columns or discovering the spread of records within a list by...

Add to an existing source

Add to an Existing Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Go to the Actions menu, select...