Creating Dashboards

Who is it aimed at? All users, particularly account managers, team leaders and managers to assist with reporting. What does it cover? Creating a home page dashboard made up of...

Creating Dashboards

Who is it aimed at? All users, particularly account managers, team leaders and managers to assist with reporting. What does it cover? Creating a home page dashboard made up of...

Performance

The Campaign Performance tab includes a variety of reporting widgets showing the engagement of recipients with Emails and Landing Pages in your Campaign, this includes: Total Email Metrics Emails Sent...

Creating Dashboards

Who is it aimed at? All users, particularly account managers, team leaders and managers to assist with reporting. What does it cover? Creating a home page dashboard made up of...

Creating Dashboards

Who is it aimed at? All users, particularly account managers, team leaders and managers to assist with reporting. What does it cover? Creating a home page dashboard made up of...

Campaigns & Connect

Create Dashboards or Menus for your team

Create Homepage Dashboards or Menus for your team and make them public. This will help to make sure everyone is working from the same sales data. Dashboards can be created...

Create a Lead List

...be amended using the Settings and Screen Designer if it is blank. Identifying the type of list could help you with your lead management reporting. Total Promoted – this will...

Manage your monthly sales meetings

Using Gold-Vision for your Sales Meetings saves time when preparing for the meeting, no need for everyone to produce spreadsheets and send them to you prior to the meeting. Sales...

Managing your Leads

...edited by a Gold-Vision Administrator. This can be a useful field to create reporting from to understand how your leads are progressing. Close modal Other Actions: Close modal Discarding a...