Facebook Integration Overview

...new leads to specific lead lists when someone interacts with you page. Valuable insights – by using Touchpoints, you can understand the impact you social campaigns are having on your...

Creating a Project

...these will be listed in the sub-lists or widgets for that specific Project. Members If different users will be involved in a Project, they can be added as members to...

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,...

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,...

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...

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...

The Basics

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...

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...

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...