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Articles tagged "sales_team" returned 167 results.
Page 15 of 17
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...
List Stats
...from Product Sales list, click on the 3 dots against the column heading then click on ‘View Stats’ then select which Stats you would like to see : Close modal...
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...
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...
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...
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...
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...
