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Articles tagged "booking" returned 25 results.
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Manage Event Bookings
...and Select New Booking. Complete the Fields on the New Booking Screen to select the Account, Contact and Event and Save. From the Booking Screen you can create bookings for...
Add Products To An Event, Session Or Booking
...the Booking and would only be applied to that specific Booking. Using the New Icon then select Event Booking Product to add a Product for that specific booking only and...
Configuring the Eventbrite Integration
...visible record of the Booking having been made. Set Booking Confirmed to No The corresponding Booking in Gold-Vision will be set to “Confirmed?” – “No”. Info Please note that Bookings...
Using the Eventbrite Integration
...Bookings & Attendees To view the bookings click on the Bookings tab: Close modal If you wish to view all the Event Attendees; go to Attendees section / page. If...
Event Reporting
...Open and Closed Bookings. Tip If you use a Booking for multiple Events you will need to use the “Booking for Events” list for your reporting. This will include one...
Sales and Forecast Lists
...data that is currently held in multiple different areas of the system: Opportunities with and without Quotes, Quotes themselves and confirmed Seminar Bookings. Close modal Sales Lists Shows a...
Updates
...column can now be added to Event Bookings list and accurately used to filter list of event bookings by Open, Closed – Won or Closed – Lost. Back to...
Configuring Custom Integrations
...when a category in Gold-Vision is edited Custom booking system integration enabling booking and resource data to be pulled into CRM Two-way integration with an industry-specific financial system, maintaining the...
Managing your Exchequer Integration
...Account (Pushback) Close modal Close modal Gold-Vision Quote / Booking to Exchequer Sales Order Close modal Close modal Close modal Gold-Vision Quote / Booking to Exchequer Sales Order Line Close...
