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Articles tagged "appointments" returned 37 results.
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Getting Started
...here, you will see your day at a glance, with Activities, Appointments and Notes from your notice board all available in one view. You can also check in on any...
Set targets
Create user targets In the Settings area, create user targets for Sales, Leads, Appointments or Activities. These targets can then be used in the reporting area in lists such as...
What’s New in Gold-Vision 8
...dial your contacts, update notes with voice memos, create new appointments, upload photos to galleries – the possibilities are endless when you have your CRM in the palm of your...
Configuring Gmail Mail Tracking with Basic Authentication
Overview Please note: For information on configuring Gmail Mail Tracking with Modern Authentication, please click here. Centralise your emails and appointments and keep your CRM up to date without having...
User Mail Tracking Setup with Basic Authentication
Please note: For information on configuring Mail Tracking with Modern Authentication, please click here. Gold-Vision can be setup to automatically track emails (and synchronises Appointments, Contacts and Tasks from Microsoft...
Calendar Settings for Office 365
...Appointments if you want appointments created in Outlook to be imported to Gold-Vision, otherwise leave this unchecked. 7. Select Fetch Calendars 8. Select the calendar you want, usually there is...
How To Setup Sales Target
...sales are performing. Targets can be setup for Sales, Leads, Appointments or Activities in Gold-Vision, these can then be used in the reporting area in lists such as Sales, Forecast,...
Managing Opportunities
...next actions e.g. follow-up phone calls. How to Create Appointments Once an opportunity has been created, appointments can be created How to Create Quotes Further Opportunity Actions Close modal Add...
Creating a Project
...be recorded in the Stage History of the Project for analysis and reporting purposes. Activities / Appointments Users can setup a number of Activities and Appointments against the Projects and...
Managing Activities
...option. Click here to find out more about Creating Appointments. Follow-up Activity Can be created from an Activity of any sort. This can be used, for example, after a meeting...
