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Search for "lists" returned 83 results.
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Create Dashboards or Menus for your team
...from your Product Sales List, Forecast list, Quotes and Opportunity Lists Create Product Sales Dashboards From the Product Sales list filter the list as required, click Views and Reports...
Importing your Leads
...View menu → Lead Lists → Select the Lead list you have imported. Adjust the Status, Access and Promotion Mode as required: Close modal List Owner is the user who...
Generic Phone Integration Overview
...Dial from multiple places You can click-to-dial from areas of Gold-Vision that provide a list view, including contacts and To-Do lists. The ability to make calls from your To-Do list...
Enabling Highlight Rules
...through the steps in detail to help you setup and view the results of your Highlight rules. Tip Tip: Use Highlight Rules for lists that you “Pin” to either a...
How Do I Export Data?
...adding any additional fields you need and then exporting the data to CSV. Export Data using Reports Filter your data (see ‘Viewing and Searching Lists‘), select Report from the Views...
Introduction to Importing Leads
The Lead Management module provides an ideal environment for working on data outside of the main Gold-Vision system. For example, you may wish to keep a number of lists for...
Currencies
...options. Values in the Quotes and Opportunities lists are then converted on the fly and displayed in the Local Value field on the respective list (this field may need to...
Financial Entities
...Financial Entity, the External ID is a unique 3rd party code for integrations. Tip Tip: Financial Entities can be set against Products, Currencies and Price Lists, Accounts, Opportunities and Quotes....
Creating Templates & Template Tags
...output lists in a single template (for example, to have a list of ‘standard’ and ‘optional’ items from one quote). Support image replacement in tables (or in standard field tags)....
Using the Eventbrite Integration
...under the new Account No: Only this Contact will be put under the new Account. Extra Gold-Vision Event Functionality Creating Activities against Events Exporting Lists to create Badges Create Campaigns...
