sales_team - Gold Vision Help Centre

Financial Entities

quotes opportunities financial sales entities

Financial Entities are a solution that enable Gold-Vision to process data sets relating to multiple financial packages, i.e. Sage and Exchequer. Financial Entities can be accessed in the Settings area....

Products

group products cost

...calculate margin on your product sales against a quote. Standard fields are available which you can add to your quote – Margin and Margin Percentage. Product Settings Review the Product...

How to manage leads

Sales

How to manage leads in Gold-Vision 8....

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

Sales

How to create and manage Gold-Vision Opportunities...

How to create a dashboard

Sales Reports

How to create a Dashboard....

How to create a quote

Sales

How to create a quote....

How to add sections

Design

Learn how to set-up sales targets and dashboards with Gold-Vision CRM...

Add Products To An Event, Session Or Booking

prices session bookings costs event products

...Reports to any Event sales. Adding Products To A Booking You may have a cost associated with a specific Booking, for example hotel accommodation. This product would be added to...

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Search Results

Search Results

Financial Entities

Products

How to manage leads

Configuring Google Mapping

Configuring the Lead Forensics Integration

How to create and manage Gold-Vision Opportunities

How to create a dashboard

How to create a quote

How to add sections

Add Products To An Event, Session Or Booking