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Articles tagged "date" returned 134 results.
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New Campaign
...start and an end date \ time. These dates will add the Campaign to your Timeline view. Campaigns have a status of Planning, Active or Completed which display in the...
Viewing Data Sources
...can search for data sources by Name, Dates, Total Recipients and Item Type. On the left-hand side, you can use filters to narrow the list of Data Sources. Filter by...
Automate the sales process
...Estimated close date is imminent (ahead by less than X days) and alert if fired to remind the owner of the Opportunity to follow up: Close modal Click here to...
Manage your Sales Team Introduction
...a series of activities for correct team members with defined due dates and follow up on the creation of new opportunities Click here to find out more. Close modal...
Manage your monthly sales meetings
...Meetings Dashboards In the meeting click through to segments of a chart or click on individual items on a list and update records as you go along. Quickly view your...
Managing Quote Products
...Close modal Update product details on the same screen by selecting the product line item, make the relevant changes then click Save Close modal Tip Tip: If a product is...
Sales and Forecast Lists
...collaborative list of Opportunities, Quotes and Bookings that are Closed Won. Info The list will default to the Actual Close date of This Year, remember to edit this if you...
Creating Accounts & Contacts
...record holds information on people within an Account. Each Account has a Primary Contact. You can add this when you create an Account or update it later. Additional Contacts can...
Creating & Using Notes
...immediate alert to another user(s) Set Reminder – select a date and time Gold-Vision should send you a reminder of this note. Phone Note – An icon of a phone...
Bulk Document Production
...document generation is complete the job will update to Complete 10. Click on Download or View a copy of the generated document(s) – merged output only If you have chosen...
