Search Results
Articles tagged "sales_team" returned 167 results.
Page 1 of 17
Team Management
...for the user please visit User Configuration page. Team Options Click on the team name to open the team, you will then be able to see: Users within the team...
Dashboard Team & User Access
...then select the Share options. Close modal Include Secondary team members – tick to allow access to users in a secondary team. Users can be members of multiple teams. If...
Manage your Sales Team Introduction
...system functionality Click here to find out more. Close modal Map your Sales Use Google Mapping to view the location of Opportunities / Sales or Leads. Create routes and...
Team Management
You can organise your Marketing users by keeping them in Teams. To create a new team, go to ‘Team Management’ and press ‘+ New Team’. Close modal Then add a...
Create Dashboards or Menus for your team
...from your Product Sales List, Forecast list, Quotes and Opportunity Lists Create Product Sales Dashboards From the Product Sales list filter the list as required, click Views and Reports...
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...
Viewing & Reporting-Time / Units
...– this represents how much time has been logged for each Time Product sales Logged (Total)- this represents how much total time has been logged for each Time Product sales...
Teams & security for Sales
...to view these. Public – all users have access Team – only the users in the same team as the owner of the Opportunity have access Private – only the...
Setting up Sales Charts
...Product Sales From Product Sales List, filter all Closed – Won Product Sales Closed Date: select the date range and create a Column chart Close modal Close modal Best Selling...
How To Setup Sales Target
Gold-Vision gives you the ability to setup your own Sales Targets which is a great way to keep your Sales Teams focused and provide an overview on how your business...
