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Articles tagged "booking" returned 25 results.
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Custom Integrations Overview
...integrations that facilitate: Automatic text-message sending when a category in Gold-Vision is edited Custom booking system integration enabling booking and resource data to be pulled into CRM Two-way integration with...
How to use follow up rules
...created, a user can create either an Opportunity, Appointment or a Booking. The count of these created and the value is automatically linked to the Campaign and Campaign Stage. Alternatively,...
Eventbrite Integration Overview
...works within Gold-Vision to aid the management of events, keep track of numbers and bookings, and revenue. Eventbrite Integration for Gold-Vision CRM Say goodbye to mundane event administration when...
Exchequer Integration Overview
...jobs, or create new Exchequer customers, suppliers, quotes, sales orders, and invoices with ease right from Gold-Vision accounts, quotes, or bookings. Intelligent automations Automatically import transaction histories, synchronise exchange rates...
Creating An Opportunity
...Menu then click on Forecast Info Please note that forecast list in Gold-Vision includes values from Events and Bookings as well. Security Visibility of opportunities can be controlled via the...
Campaign activities
...and from here you are able to use all core Gold-Vision Activity functionality. When you’re in the Campaign Activity, you can create Appointments, Opportunities and Bookings – each of these...
Campaign overview
From your Campaign Overview, you can easily view: Won/Lost/Open Value Profit Activities Appointments Opportunities Bookings and their progress Close modal Campaign Stage Status You can also get a snapshot...
Connect reporting
...to the activity for a follow-up call. From these activities the sales team may create either Opportunities, Appointments or Event bookings to track ROI from the initial email. Close modal...
Touch point automation
...about your brand Give a touch point Score when a new Opportunity of over £50,000 is created, or when a new Event Booking is created When Leads reach a touch...
Item Reports
...Appointment Summary Activities N/A Opportunities Activities Gantt Chart, Opportunity Overview Quotes N/A Profiles N/A Projects Activities Gantt Chart, Project Overview Campaigns N/A Events Events Overview, Sessions Booking Planner Tip Tip:...
