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Articles tagged "user-defined" returned 242 results.
Page 17 of 25
Downloading the Data Import Tool
...as current user’ and add your Gold-Vision Username and Password → Click Connect. Tip Please use your own Gold-Vision address found in the Lead Management section of the Administration Console,...
Product Settings
...if commissions are involved. Allow list price changes for non-admin Yes – This allows users to change the list price prior to discount. No – only the price after discount...
Configuring Google Mapping
Set Up Google Mapping is available as an add-on module on a subscription basis. Access can be enabled for each user individually. The starting subscription includes a monthly allowance of...
Tasks Overview
...Page or it can be a standalone task. Info See User Management for more information on adding Users. Info Visit General Navigation for more information on Searching and Sort options....
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...
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...
