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Articles tagged "user" returned 230 results.
Page 15 of 23
Using the Xero Integration
...can access the Xero Transaction History from the Xero Transaction History Menu: Go to Xero Menu and select Xero Transaction History: Close modal Close modal Users can access Transaction History...
Set up your annual reporting
...targets for next year learn How To Setup General Targets and How To Setup Product Group Targets. Creating Sales Target Charts will enable you to manage your team and user...
Create Dashboards or Menus for your team
...select Create New Widget than add it to a New or Existing Home Page Dashboard Close modal Make your Dashboard Public If you would like other users to view your...
Creating A Lead
Once your Lead List is created you can add Leads to it. Info You will need to be a Gold-Vision Professional user to have access to Leads in Gold-Vision. See...
Manage your Sales Team Introduction
...Team & data security management Allow users to access accounts, opportunities or projects related to their role, whilst shielding other areas of CRM Remove/hide all references to unavailable/confidential data or...
Managing Quotes
Users can easily manage their sales Quotes from within Opportunities Close modal Primary Quote Actions Adding Products To Quotes Close modal Add Notes to a Quote Notes can be...
Managing your Leads
...not already the owner of a lead you can claim it. Re-assign – if you are the owner of a Lead, you can make another user the owner of the...
Monitor activity
Use Recent Events to monitor activity for your team Gold-Vision records user actions in the system and these can be easily reviewed from the Recent Events list Managers can then...
Sales Reports
...tab that displays sales information based on opportunities, quotes and product sales. Close modal See creating Dashboards for more information Tip Tip: Tabs can be shared with other users...
Sales and Forecast Lists
There are dedicated Sales lists available, depending on User Access Options, on the View menu. The purpose of the lists is to allow for listing and reporting on the sales...
