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Articles tagged "Data Management" returned 241 results.
Page 9 of 25
Linking Purchased Time
...Simple Time Management page for more details. Viewing Time logged linked to Time Product Sales Go to the Time Section on the Gold-Vision record and view: Summary breakdown Close modal...
Adobe Sign Integration Overview
...work securely with signed papers. Adobe Sign Integration for Gold-Vision CRM You’ve already made a great first impression – why stop there? Streamline your sales and project management processes with...
DocuSign Integration Overview
...eSignature handles the most demanding customer requirements, helping you to streamline your sales and project management efforts with a simple sign-off process and delivering an experience simple enough for anyone...
Creating Home Page Dashboards
An Introduction to Dashboard Management Dashboard Management enables users to edit, duplicate and share dashboards with teams / users. The Manage Dashboards option also allows you to… Specify which teams...
Workspace Settings
...allow you to make amendments to your settings as follows: General User Management Team Management Workspace Information Credit History Gravatars for Profile Icons To configure a profile icon for...
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...
Configuring Time
...tick Time Setting options to display Time and/ or Units Data. The Visibility allows you to select who can view this section. Close modal Once the Section has been added...
Configure your Lead Screens
...data from that list is actioned. Lead Screen Design It is then possible to use the Screen Design facility to customise the layout of the Lead screen. In the Settings...
User Configuration
...see section below. Configuration Manager – This provides access to the configuration options in the Admin Console, but still limits your view of data to your own team access rights....
Downloading the Import Tool
Importing Leads uses the same import tool as importing data in to Gold-Vision. See Downloading the Data Import Tool for more information. Info You will need to be a Gold-Vision...
