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How To Setup Sales Target
...sales are performing. Targets can be setup for Sales, Leads, Appointments or Activities in Gold-Vision, these can then be used in the reporting area in lists such as Sales, Forecast,...
Loqate Email Validation Integration Overview
...partially validated, or not validated at all, right in your Gold-Vision screens and lists. Bulk email validation – Select multiple records at lead or contact level to send for validation...
Using The Flows View
The Flows view allows users to see data (for example Projects) in a view showing cards with ‘swimming lanes’. Cards can be dragged and dropped in to different lanes. Create...
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...
Create a ‘Cherry Picked’ source
You can approach developing a ‘Cherry Picked’ source in a few different ways. First, you could create an empty Source from the New item list, fill in the relevant fields,...
Add/exclude recipients to a stage
Add Recipients To add a source to a campaign stage, use the Sources drag and drop section at the bottom of the Campaign Stage Overview page. Select from the list...
Product News
...to Lists, Quotes, Dashboards, and improvements to Adobe eSign integration. September 2024 Click to view our Marketing release which includes updates to image display, follow-up emails & email automation. August...
Updating The List Design
Updating the List Design As an Administrator you can add or remove columns from a list as well as select the default layout. Available in the Settings area, select List...
Using Loqate Email Validation
Single Address Validation Open your contact record and click on the Validation icon on the right hand side of your email address field. Close modal Or, similarly on your Lead...
