Tax Codes can be managed in the Settings area. New Tax Codes can be set up by selecting the New Icon.
Lock closed Opportunities for non-admin. Yes – when accessing a closed opportunity, only administrators will be presented with an Open menu option, allowing further editing. The purpose of this is to ensure that historical sales information may be protected – especially if commissions are involved. Allow list price changes for non-admin Yes – This allows…
Map Opportunities / Sales or Leads Go to the list of your Opportunities and select the Maps View
Gold-Vision has built-in reporting which makes creating reports, charts and home pages simple for your sales reporting. Create Sales Reports Within various lists in the system you can create reports using the Actions Icon.
There are dedicated Sales lists available, depending on User Access Options, on the View menu. The purpose of the lists is to allow for listing and reporting on the sales data that is currently held in multiple different areas of the system: Opportunities with and without Quotes, Quotes themselves and confirmed Seminar Bookings.
Users can easily manage their sales Quotes from within Opportunities
Once a quote has been created users can add products to the quote. Below are the different ways on how products can be added:
Using Gold-Vision for your Sales Meetings saves time when preparing for the meeting, no need for everyone to produce spreadsheets and send them to you prior to the meeting. Sales Meetings Dashboards In the meeting click through to segments of a chart or click on individual items on a list and update records as you…
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 use the New Icon and select Quote