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Articles tagged "Sales" returned 108 results.
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Using Gold-Vision
The Basics Sales Campaigns & Connect Profiles Projects & Time Events Reports Portal Not sure what to do? Our support team is ready to help Raise a Support Ticket All...
Getting Started
...existing items, such as accounts, contacts, leads and opportunities. You will also be able to view any custom menus here, for instance a menu specific to your sales team or...
Role Management
...on the New button Role group Name – Where you enter the name for your Role Group, for example “Sales”, “Support Team”, etc. Roles – This is where you will...
Tips, Web Clips & More
...a quote Scroll carousel left Scroll carousel right View all Web Clips by Topic Getting started with Gold-Vision 8 3 videos The Basics 5 videos Sales 7 videos Marketing 4...
Creating a Quick Quote
Create a Quick Quote from the New menu This is used in circumstances where the Quote needs to be generated quickly. A parent Opportunity is generated automatically by Gold-Vision so...
Financial Entities
Financial Entities are a solution that enable Gold-Vision to process data sets relating to multiple financial packages, i.e. Sage and Exchequer. Financial Entities can be accessed in the Settings area....
How to create and manage Gold-Vision Opportunities
How to create and manage Gold-Vision Opportunities...
