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Articles tagged "menu" returned 124 results.
Page 9 of 13
Create a new campaign
To create a new Campaign: Open the New menu and click Campaign. Name your campaign, give it an owner and fill in all the relevant fields that you need. Please...
Using Word Mail Merge
...campaign and click on the stage From the Actions menu select ‘Export valid’ Save the CSV file > Close Word Mail Merge Now you can use Word Mail merge to...
Simple Time Management
...please visit Configuring Time page How to Log Time in Gold-Vision Option 1 Click on the Log Time / Unit Button Close modal Option 2 Go to Actions Menu and...
Creating A Chart
...from the View menu. Close modal You will then have the following options: Close modal Select create a new widget and select Chart Select the chart type then choose the...
Creating A Count
...from the View menu. Close modal You will then have the following options: Close modal Select Count, amend the name if required. Close modal Counts can be renamed and pinned...
Creating A Table
Creating A Table From A List To create a Table from a list, select Report from the View menu. Close modal You will then have the following options: Close modal...
Item Reports
Item Reports In-item reports can be run against most items in Gold-Vision. From the actions menu → Run Report Account Account Summary, Activities Gantt Chart Contact Activities Gantt Chart Appointments...
Standard Reporting
...run as and when you need them. Create & Run a report From the View Menu, select Reports → Standard Close modal Click the report and select Run → click...
Legacy Touch Point Settings & Categories
...the interval and retention of touch points and touch point scores. Close modal Touch Point Categories New Touch Point Categories can be set up within the Actions menu. Close modal...
Enabling Highlight Rules
...view the results of your Highlight rules. Tip Tip: Use Highlight Rules for lists that you “Pin” to either a Homepage or Menu which you can use in your meetings....
