Create Dashboards or Menus for your team

...used items to a menu and enable this for visibility by your team. Using the Actions menu as above select to “Pin To Menu” your filtered list or view from...

Creating A Lead

...also be bulk imported using the Import Tool. See Lead Importing for more information. Importing Leads will automatically create a Lead List at the same time with your fields included....

Creating a Quote

...using Local Value. Quote Base Currency is determined by the User’s Base Currency predefined in the Settings area but it can be changed manually when the Quote is created. Click...

Manage your monthly sales meetings

Using Gold-Vision for your Sales Meetings saves time when preparing for the meeting, no need for everyone to produce spreadsheets and send them to you prior to the meeting. Sales...

Managing your Leads

...Leads that have been assigned to you or those you have claimed. You can quickly work through your leads using the forward and back buttons Close modal Or open the...

Sales Reports

...using the Actions Icon. Close modal Reports can be edited and filters added as required. See Reporting for more information.   Tip Tip: Reports can be exported to Excel, Word...

Sales

Creating Accounts & Contacts

Create A New Account An Account is the central record for managing all company information, whether they’re customers, prospects, partners or suppliers. New Accounts can quickly be created by using...

Viewing & Editing Lists

...modal Info Your Administrator can change the default view columns for all users or specific teams. Using the Split Screen Users can use the Split Screen functionality to view the...

Creating Activities & Reminders

...Project. Close modal Activity Details Start Date/ Due Date – Select using Calendar Icon – if not entered will default to current date & time. Status – Select progress stage...