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Articles tagged "opportunities" returned 54 results.
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Managing Opportunities
Opportunities are where you manage the sales process. Opportunities are typically potential sales or business development opportunities and provide a focus for notes, activities and related quotes. Close modal...
How to create and manage Gold-Vision Opportunities
How to create and manage Gold-Vision Opportunities...
Mastering Sales, Opportunities & Forecasting in Gold-Vision
...sales pipelines, creating seamless quotes, and making data-driven forecasts that drive revenue. What You’ll Learn ✅ Sales Pipeline & Opportunity Management – Track, manage, and progress sales opportunities efficiently with...
Mastering Sales, Opportunities & Forecasting in Gold-Vision
...creating seamless quotes, and making data-driven forecasts that drive revenue. What you’ll learn ✅ Sales Pipeline & Opportunity Management – Track, manage, and progress sales opportunities efficiently with Gold-Vision’s intuitive...
Copying Opportunities
To copy/duplicate an existing Opportunity, select and open the record you would like to copy. Select either the ‘copy’ icon or the Actions button and Copy to create the duplicated...
Creating An Opportunity
...in the Screen Design for Opportunities. Probability Probability % field is used to calculate the forecast value. Closed Lost Opportunities are automatically set to 0% and Closed Won Opportunities...
Use Google to Map your Sales
Map Opportunities / Sales or Leads Go to the list of your Opportunities and select the Maps View Close modal Crete routes to visit your opportunities or check if there...
Import types
...opportunity reference (or name if unique). Opportunities Notes Adding opportunities with notes, or adding notes to existing opportunities. Account name or reference, opportunity reference, note summary. Profiles Importing profiles to...
Manage your Sales Team Introduction
Pipeline management Set performance targets for your entire organisation, per team or per person. The Opportunities module provides a central hub for quotes and activities, allowing you to work more...
Updates
...zero probability opportunities and not the full list of opportunities. It is now possible to use the Closed-Won State for Quotes as filters for Quote widgets. When date data is...
