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Articles tagged "opportunity" returned 83 results.
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Creating An Opportunity
...plus button, select Opportunity Close modal Opportunity Details Estimated Closed Date This determines the date when the sales is estimated to be closed as won. The field is used in...
Re Assign An Opportunity To Another Account
...Opportunity to then save the Opportunity record Close modal Tip Tip: When you have selected an Account to move the Opportunity to, make sure you select a new Contact....
Managing Opportunities
...Opportunity Actions Add Notes to an Opportunity Notes can be created against an opportunity to record updates and conversations using the Note Icon. Close modal Notes can be added to...
Updates
...filter in dashboard widgets. If the probability field is used in an Opportunity dashboard widget, clicking on the chart for an opportunity that has zero probability now only shows those...
Linking Purchased Units
...a existing Opportunity or Project Create a new item to link to: Select to create a new Opportunity or Project – this will give you the options to create a...
Advanced Templates
...object e.g. Account = AC_ID Contact = ACC_ID Project – PJ_ID Opportunity = OP_ID Quote = OPQ_ID Account Activity = ACA_ID Contact Activity = ACCA_ID Project Activity = PJA_ID Opportunity...
Creating a Quote
Users can setup one or more quotes within an Opportunity. Gold-Vision Quotes are full multi-currency, and are consolidated at the Opportunity in base currency. Create a Quote From the Opportunity...
Linking Purchased Time
...Account level Choose an item to link to: Select to link to an existing Opportunity or Project – this will link the purchased time to either a existing Opportunity or...
Teams & security for Sales
Your Accounts might be global but your Sales don’t need to be. Set Opportunity Security Set the security at Opportunity Level to ensure only the right users will be able...
Simple Time Management
...total / breakdown of time entries is then displayed on the Gold-Vision record. The Log Time functionality is available against an Account, Account Activity, Contact Activity, Opportunity, Opportunity Activity, Project...
