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Articles tagged "targets" returned 14 results.

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How To Setup Product Group Targets

Product Group targets are set-up and managed within Product Targets in the Settings area. New Product Targets can be set up via the Actions menu. Setting up New Product Targets...

Set targets

Create user targets In the Settings area, create user targets for Sales, Leads, Appointments or Activities. These targets can then be used in the reporting area in lists such as...

Sales Targets & Analysis

Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...

Sales Targets & Analysis

Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...

How To Setup Sales Target

...Leads, Appointments and Activities. Targets within Gold-Vision are managed in User Targets within Settings area. Setting up a New Target Step 1 Create a User Target Definition, to do this…...

Creating A Target Chart

...Sales, Leads, Appointments and Activities or Product Group targets. Info Targets can be set in the Settings area. You need to be an Admin to complete this task. Close modal...

Set up your annual reporting

...targets for next year learn How To Setup General Targets and How To Setup Product Group Targets. Creating Sales Target Charts will enable you to manage your team and user...

Creating Sales Target Charts

...vs Forecast’ Target chart. Close modal Info Your Administrators will need to setup Targets in the Settings area, see here for more information on How To Setup Sales Target  ...

Touch point automation

...point Score of 50, for example, add them to your nurture Campaign Source. This ensures you are delivering relevant messages to specific targets at the right time As part of...