Sales and Forecast Lists

There are dedicated Sales lists available, depending on User Access Options, on the View menu. The purpose of the lists is to allow for listing and reporting on the sales...

Sales

Set targets

Create user targets In the Settings area, create user targets for Sales, Leads, Appointments or Activities. These targets can then be used in the reporting area in lists such as...

Setting up Sales Charts

Here are some examples of Sale Charts you might find useful, with steps on how to create them. Historical overview of Product Sales From Product Sales List, filter all Closed...

List Stats

Allow users to quickly generate numeric statistics from almost any list They are most useful for quickly totalling numeric columns or discovering the spread of records within a list by...

Google Analytics

Using Google Analytics in Connect To enhance measurement of website traffic, Connect has the option to automatically include Google Analytics URL parameters in all links in an email. This can...

How to send an email with Connect

...address for replies to be forwarded to. Close modal After your mail shot has been sent you will get access to the Tracking, Reporting, Bounce and Export tabs. These will...

Mail Tracking & Calendar Troubleshooting

...Actions Menu select Mail Tracking Settings Click the Test button A message will appear shortly reporting “Unable to Connect to Mailbox“ Open Settings and select Logs Click on the GoldVision8_YYYY-MM-DD...

Creating a Project

...be recorded in the Stage History of the Project for analysis and reporting purposes. Activities / Appointments Users can setup a number of Activities and Appointments against the Projects and...

Events