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Articles tagged "using_portal" returned 244 results.
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Simple Time Management
Users can log time against Gold-Vision records to track how much time has been used to complete tasks. Time is entered by users using the Log Time functionality and the...
Filtering Sublists
...would in a main Gold-Vision list, by clicking in them and typing or alternatively using the filter buttons. Close modal You can also add columns to your Sublist using the...
Setting up a service account for Office 365 & Exchange
Please note: For information on configuring with Modern Authentication, please click here. Introduction Gold-Vision automatically tracks email (and synchronises Tasks, Appointments and Contacts from MS Exchange) by using a service...
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...
Intro to Lead Management
...lead list and create leads by using our default view. Configure and design the default view using the Settings and Screen Designer to add fields you will commonly use in...
Managing Quote Products
...button Offers the ability to reorder products using drag and drop option or reorder by product field Close modal Edit products within the Quote Lines section using inline edit option...
Creating A Document
Gold-Vision can generate Word documents from almost any item by using predefined Word Templates (.dot) files. Templates are also used when running letter-based mail campaigns. The template file may contain...
Lead nurture
...depending on your requirements. For instance, you could set up a series that sends an email every 10 days to all leads with a status of Keep Warm using follow...
Letter Campaigns
Using the Letter Media type for a campaign stage enables you to create and print individual, personalised letters to your contacts. Using Contact template tags, you can automatically add the...
Welcome new customers
...created that contains your customers. Run your stage using an Automated Run, choose your automated template from the drop down options, and set a start and end date. This Campaign...
