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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 sales@gold-vision.com. Enable Access Users who need access to...
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...
How to create and manage Gold-Vision Opportunities
How to create and manage Gold-Vision Opportunities...
