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Articles tagged "sales" returned 30 results.

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Introduction to Sales

Who is it aimed at? Anyone looking to manage the Sales Process in Gold-Vision. What does it cover? During this webinar we will cover lead management & webform integrations, managing opportunities, creating quotes, using appointments and diary views and sales targets and reports.

How to create a Sales Pipeline

How to create a Sales Pipeline

Use Google to Map your Sales

Map Opportunities / Sales  or Leads Go to the list of your Opportunities and select the Maps View

Setting up Sales Charts

Here are some examples of Sale Charts you might find useful, with steps on how to create them. Historical overview of Product Sales From Product Sales List, filter all Closed - Won Product Sales, clear all dates and create a Column chart 

Sales Reports

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.

Sales and Forecast Lists

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.  

Manage your monthly sales meetings

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…

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 effectively Drill down with one click for full opportunity details: who’s involved, recent emails, where the opportunity came from and what’s happening next Click here…

Creating Sales Target Charts

Creating Target Dashboards Target dashboards can be created from the Sales or Forecasts Lists. Firstly, within either menu change the ‘State’ to ‘All’ and select a custom date.