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Articles tagged "product-sales" returned 148 results.

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Merge Fields

Many CRM fields can be used as Merge fields in emails to personalise the content. You want to refer to the order date that a customer bought a specific product...

General Navigation

...You can click on a Brand Name to show items for your product areas or categories. The Brand filter option will be displayed in the Filter options for Campaigns, All...

Gold-Vision Marketing Showcase

Join us as we take a closer look at some of the stand-out features of our brand-new digital marketing product, Gold-Vision Marketing! Our hosts will also be on hand to...

How to capture leads

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

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...

Managing Activities

...and manage Opportunities can be found in the Sales section on the Help site. New Note Can be created from any activity. These can be used to store information about...

Using Account records

Close modal The Account main menu enables users to perform different actions to the Account record: Edit an Account Account records can be edited by clicking on the Edit Icon...

Campaign Introduction

...phone call, a click on an email or website link, a new sales opportunity or even simple changes to the record itself. Follow-up activities can also be created for account...

Connect reporting

...to the activity for a follow-up call. From these activities the sales team may create either Opportunities, Appointments or Event bookings to track ROI from the initial email. Close modal...

Introduction to Projects

Gold-Vision fully integrated Project Management module offers a central platform where users can manage the complexities of a project combined with Account, Contact and Sales information that already exists in...