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Articles tagged "bookings" returned 17 results.
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Manage Event Bookings
Create a Booking Once your Event and or any Sessions have been created you can now start to add Bookings. From your Event Create a new Booking from the +...
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...
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...
Add Products To An Event, Session Or Booking
...of the Event, can be associated with the Event and will will be applied to all Bookings. To add Products to your Event Click the icon to add products. Close...
Eventbrite Integration Overview
...works within Gold-Vision to aid the management of events, keep track of numbers and bookings, and revenue. Eventbrite Integration for Gold-Vision CRM Say goodbye to mundane event administration when...
Exchequer Integration Overview
...jobs, or create new Exchequer customers, suppliers, quotes, sales orders, and invoices with ease right from Gold-Vision accounts, quotes, or bookings. Intelligent automations Automatically import transaction histories, synchronise exchange rates...
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...
Connect reporting
...to the activity for a follow-up call. From these activities the sales team may create either Opportunities, Appointments or Event bookings to track ROI from the initial email. Close modal...
Using your Sage 50 Integration
...from SAGE. Only the top line will be available. Close modal Multi-company compatibility With the exception of the Bookings to Sales Order module, all of the standard modules described previously...
