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Articles tagged "product-sales" returned 147 results.
Page 13 of 15
Standard Reporting
...of Standard Reports that allow you to report on Accounts, Activities and Projects plus on your Sales Forecasts and History. You can also create your own User Defined Reports to...
Screen Designer
...that specific areas will only show when certain fields are set to specific requirements, for example: Sales Info Section will only show when the Account Type is set to Customer....
Custom Date Periods
Custom Date Periods can be set in the Settings area, to match those used by your business, for example: Financial Year or Sales Quarters. Close modal Custom dates will be...
How Can I Restrict Access?
...example the sales team may need a different view of an Account to a support team. Setup Account Security On an Account/Contact in the Admin area you can setup User...
Preparing your Lead Data
...or all of: An Account (Company) record A Contact Record An Opportunity e.g. a sales opportunity An Account Activity e.g. a follow up call A Project associated with the Company...
Preparing your data
...assist with Excel functions which can be run over your data. Account Managers / Users Ensure that if you have names of Sales people or internal users who own the...
Configuring Google Mapping
...number of credits required. For more information on subscription options and how to install Google Mapping Integration please contact us on [email protected]. Enable Access Users who need access to...
Configuring LiveChat Integration
...defined in the Group Defaults area in Settings. Close modal For example a Gold-Vision, by default a user in the Sales Team will be able to create a new Opportunity...
Configuring the Lead Forensics Integration
Overview Lead Forensics is a software that reveals the identity of your anonymous website traffic, and turns them into actionable sales leads. In real-time. You can filter this data into...
