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Search for "accounts" returned 81 results.
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Using Bulk Replace
...Tip: Lists within Accounts, Contacts, Events, Opportunities, Quotes and Activities can be bulk-replaced. Multi Select – Bulk Update You can multi-select lines to bulk replace field data for those selected...
Add to an existing source
Add to an Existing Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Go to the Actions menu, select...
Create a campaign source
...a Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Then go to the Actions menu, select Campaign, then...
Touch Points introduction
...Accounts or Contacts. Touch Points will be visible based on the Touch Point Categories you have setup. Change the view to show by Year by Month or by the current...
Using Touch Points
...set up your touch point scoring and define your categories in more detail here. Historical Touch Point Reporting Reporting is available for your Accounts and Leads to show historical Touch...
Creating A Table
...Select Create a New Widget. Choose the Table and select an X and Y Axis. You can also select a Series. The example below shows the number of accounts of...
Changing The Name Of An Item
Item names can be changed in Gold-Vision for instance your organisation may refer to “Accounts” as “Companies”. This can be amended in the Screen Designer area. Close modal Once you...
Configure your Lead Screens
...mapped to Gold-Vision fields so when the Lead is promoted the data will appear in Gold-Vision. Fields can be Promoted to Accounts, Contacts, Account Activities, Projects and Opportunities Close modal...
Critical Fields
...field(s) back to the screen. Which fields are critical fields in Gold-Vision? All items – Summary (except contact where First Name is a critical field) and Account name Accounts -Primary...
SMTP Settings
...an Administrators you can access the SMTP Settings within the Settings area. Close modal Google and Gmail Accounts For these type of mailboxes you will need to use the App...