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Articles tagged "opportunities" returned 47 results.
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LiveChat Integration Overview
...Gold-Vision support ticket from within their chat window, and salespeople can create new opportunities. Save transcripts Chat transcripts are automatically saved and linked to the relevant accounts and support tickets...
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:...
Gold-Vision 8 Upgrade Planning
...Add field group – add a new section of fields, including Multiselect field Multi drop fields Add highlight rules eg show high value opportunities in red Close modal In a...
Getting Started
...existing items, such as accounts, contacts, leads and opportunities. You will also be able to view any custom menus here, for instance a menu specific to your sales team or...
Sales and Forecast Lists
...data that is currently held in multiple different areas of the system: Opportunities with and without Quotes, Quotes themselves and confirmed Seminar Bookings. Close modal Sales Lists Shows a...
Manage Your Day
In this guide, we’ll walk you through some simple steps to help make managing your day-to-day tasks much easier, such as activities and appointments, and show you how to quickly...
Adding & Viewing Engagement Scores
...60 days. Close modal Info The Trend column can also be viewed against other lists these include:- Activities, Appointments, Contacts, Forecast, Opportunities, Projects, Product Sales, Profile, Quotes & Sales lists....
Set up your annual reporting
...in Gold-Vision. Use either the Sales and Forecast Lists, Opportunities or Quotes lists to get the data you want from your monthly or annual charts. Create your monthly or quarterly...
Tax Codes
...already been set up by selecting the Tax Code and clicking the Edit Icon. Close modal Tip Tip: Tax Codes that you have created will link to Opportunities, Quotes and...
Configuring the Lead Forensics Integration
...Gold-Vision, score it using touch point scoring and create follow up activities or opportunities for your users in Gold-Vision. Enable Lead Forensics Integration 1. To enable the integration you must...
