Search Results

Search Results

Articles tagged "sales" returned 108 results.

Page 10 of 11

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...

How to capture leads

How to capture leads in Gold-Vision 8....

Tips, Web Clips & More

...videos Sales 7 videos Marketing 4 videos Events 4 videos Projects & Time 2 videos Reports 1 video Portal 4 videos Design 6 videos Data 6 videos Upgrading to Gold-Vision...

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 manage leads

How to manage leads in Gold-Vision 8....

How to create and manage Gold-Vision Opportunities

How to create and manage Gold-Vision Opportunities...

How to create a dashboard

How to create a Dashboard....