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Articles tagged "sales_team" returned 167 results.
Page 11 of 17
Managing Opportunities
Opportunities are where you manage the sales process. Opportunities are typically potential sales or business development opportunities and provide a focus for notes, activities and related quotes. Close modal...
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...
Touch Points introduction
...Gold-Vision touch points with the lead management module to create a comprehensive marketing lead scoring system, resulting in fully qualified leads. Alerting can then assign these to sales automatically if...
Item Reports
...an Account Summary report which shows Address and Contact details, Opportunities, Activities, Recent Events and Notes. A useful report for a sales person to print off before a sales meeting...
Tax Codes
Tax Codes can be managed in the Settings area. New Tax Codes can be set up by selecting the New Icon. Close modal You can edit Tax Codes that have...
Event Reporting
Create a Chart or Report Reports can be created from any of the Event lists available. For Sales and forecast reporting you can also use the Product Sales List for...
Knowledge Hub Courses
...and shortcuts via the Action Centre. Getting Started Get started on your Gold-Vision journey in this beginners course Start course Close modal Sales 101 Our brand-new introductory Sales course is...
Configuring Engagement Scores
...Forecast, Opportunities, Projects, Product Sales, Profile, Quotes & Sales lists. Adding the Engagement Section You administrator will be able to Add Engagement Section to the Account, Contact & \ or...
Adding & Viewing Engagement Scores
...60 days. Close modal Info The Trend column can also be viewed against other lists these include:- Activities, Appointments, Contacts, Forecast, Opportunities, Projects, Product Sales, Profile, Quotes & Sales lists....
Capture, Manage & Nurture Exhibition Leads
...List. create a Campaign Close modal 6. Manage and Assign Your Leads Once your exhibition is over you may want to assign your leads within the business to your team...
