Search Results
Articles tagged "quick-quote" returned 110 results.
Page 10 of 11
Viewing & Editing Lists
...edit data which belongs to that specific list. For example in a Quotes list users aren’t able to in line edit data from the Opportunity even though the fields are...
Configuring Sites
...Quote, Project, Profile, Campaign, Event, Event Session and all Activities Go to Settings > Screen Designer then choose the item you want to add the Site field on. Select the...
Managing Activities
...with an Account customer, to define a new action following the first Activity, perhaps to prepare a Quote or set up a demonstration. New Opportunity More on how to create...
Using Bulk Replace
...Tip: Lists within Accounts, Contacts, Events, Opportunities, Quotes and Activities can be bulk-replaced. Multi Select – Bulk Update You can multi-select lines to bulk replace field data for those selected...
Using Contact records
...recorded against: Contacts, Activities, Appointment, Opportunities, Quotes, Profiles, Projects, Events, Campaigns and Emails. To find out more about using categories visit the Categorise Your Data page. Categorise Your Data page....
Creating A Target Chart
...‘Pipeline vs Forecast’. Close modal You can also create user targets based on the local margin value and margin percentage of quotes from the sales and forecasts lists. You can...
Item Reports
...Appointment Summary Activities N/A Opportunities Activities Gantt Chart, Opportunity Overview Quotes N/A Profiles N/A Projects Activities Gantt Chart, Project Overview Campaigns N/A Events Events Overview, Sessions Booking Planner Tip Tip:...
Standard Reporting
...Quotes, Activities If applicable the selectable options can be amended and the report updated by re-clicking View Report. Export – Select a format eg word, CSV Refresh – if changes...
Web Form Integration
...Gold-Vision has an API which can be used for Web Integration either by your web developer or we can work with you to specify and quote for the work required....
Critical Fields
...site Contacts -First name and Business site Project activities – Project summary Opportunity activities – Opportunity summary Contact activities – Contact Quotes – Opportunity summary Appointments -Primary site Do Critical...
