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Articles tagged "opportunities" returned 46 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...
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...
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...
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...
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...
Product Settings
Product Settings can be accessed from the Settings area. As an Administrator you can amend the following: Close modal Lock closed Opportunities for non-admin. Yes – when accessing a closed...
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...
Using Account records
...How to Create Activities How to Create Appointments How to Create Opportunities and Quotes How to Create Profiles How to Create Projects How to Create Notes How to Create Sites...
Financial Entities
...Financial Entity, the External ID is a unique 3rd party code for integrations. Tip Tip: Financial Entities can be set against Products, Currencies and Price Lists, Accounts, Opportunities and Quotes....