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Notes/Threads Feature Improvement
...You will be able to use @ to quickly tag your colleague to be sent a copy of the note, and see the number of replies to a Note in...
Role Management
...to quickly assign multi-level access to a Contact rather than having to assign each individual role to those users. You are able to assign as many roles and groups as...
Manage Your Day
...We will walk you through some simple steps to help make managing your day-to-day tasks much easier, Such as activities and appointments, and show you how to quickly access them....
Configuring Loqate Email Validation
Close modal Overview The Loqate integration is quick and easy to setup and enables users to search for and validate email addresses directly from within Gold-Vision. In order to setup...
Creating A Lead
...Tip Tip: To help you quickly add Leads to a specific list you may want to Pin your Lead List to a specific menu you have created. Create Leads from...
Manage your monthly sales meetings
...Meetings Dashboards In the meeting click through to segments of a chart or click on individual items on a list and update records as you go along. Quickly view your...
Creating Accounts & Contacts
Create A New Account An Account is the central record for managing all company information, whether they’re customers, prospects, partners or suppliers. New Accounts can quickly be created by using...
Report, Calendar, Map and Flows view
...can be dragged and dropped in to different lanes. Close modal Tip Pin a filtered Flow view to a menu or homepage for quick access as filters will be saved....
Action Centre
Using the Action Centre Recent list Use your Recent list to keep track of where you’ve been and quickly access those items. Use the Action Centre to keep track of...
Bulk Document Production
...many documents can be generated quickly at once from a filtered list. Tip In order to use bulk document production you will require template generation to be setup on your...
