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Search for "lists" returned 83 results.
Page 5 of 9
Creating Dashboards
...widgets, charts and lists. How to edit and share your dashboard. This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the...
Bulk Document Production
Users can generate documents in bulk from most Gold-Vision lists where the item can already be used to generate documents from a template. The advantage of this functionality is that...
Creating Dashboards
...widgets, charts and lists. How to edit and share your dashboard. This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the...
Categorise Your Data
...to select multiple Categories to filter on from a list. Close modal Tip Tip: Category filtering can be particularly useful when building campaign lists when you are trying to segment...
Pin to Home Page & Menu
...and customise your own menus from the Cog icon. Close modal Pin Items to Menu Filtered lists, New Menus and items can all be pinned to your custom menu. Click...
Creating Dashboards
...widgets, charts and lists. How to edit and share your dashboard. This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the...
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...
Engagement Overview
...Engagement scores offer insights against Accounts, Contacts & Leads. List View – You will be able to view the Engagement History and Trend on your Account, Contact & Lead lists....
Creating Sales Target Charts
Creating Target Dashboards Target dashboards can be created from the Sales or Forecasts Lists. Firstly, within either menu change the ‘State’ to ‘All’ and select a custom date. Info In...
Creating A Lead
...Touchpoints Close modal Leads can automatically be imported into Gold-Vision if you have setup Touchpoint Scoring Rules – Touchpoint setup can enable Leads being automatically created in specific lists when...
