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Articles tagged "bookings" returned 17 results.
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Adobe Sign Integration Overview
...will be stored in one, easy-to-access location. From purchase agreements and NDA’s, to project and supply chain management, venue bookings, and catering orders – if it needs a signature, and...
DocuSign Integration Overview
...easy-to-access location. From purchase agreements and NDA’s, to project and supply chain management, venue bookings, and catering orders – if it needs a signature, and you need to file it,...
Sage 50 Integration Overview
...from Gold-Vision bookings Import Sage transaction history to Gold-Vision Import Sage activity data to Gold-Vision Below are two examples on how you can use the integration to streamline business processes...
Event Reporting
...Open and Closed Bookings. Tip If you use a Booking for multiple Events you will need to use the “Booking for Events” list for your reporting. This will include one...
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...
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...
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...
