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Articles tagged "opportunity" returned 83 results.
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Sales Automation
Upon Opportunity creation automatically create a series of activities for team members with defined due dates and follow up. Create an On-Save Alert for an Opportunity Conditions – When an...
Automate the sales process
Use Gold-Vision Alerts to Automate the process Create automatic follow up activities for Opportunities In this example – when an Opportunity for New Sales is created, an activity to schedule...
Managing Quotes
...can create as many Quotes as needed for an Opportunity. It may be that you have sent a Quote to a customer and they have asked you to send two...
Managing Activities
...new parent item e.g. reassign an Opportunity Activity to a new parent Opportunity. In Edit mode change the Account details field to correspond with the new Account record and click...
Critical Fields
...site Contacts -First name and Business site Project activities – Project summary Opportunity activities – Opportunity summary Contact activities – Contact Quotes – Opportunity summary Appointments -Primary site Do Critical...
Preparing your Lead Data
...or all of: An Account (Company) record A Contact Record An Opportunity e.g. a sales opportunity An Account Activity e.g. a follow up call A Project associated with the Company...
Creating a Quick Quote
Create a Quick Quote from the New menu This is used in circumstances where the Quote needs to be generated quickly. A parent Opportunity is generated automatically by Gold-Vision so...
Manage your Sales Team Introduction
...effectively Drill down with one click for full opportunity details: who’s involved, recent emails, where the opportunity came from and what’s happening next Click here to find out more. ...
Creating Activities & Reminders
...to record tasks that relate to a specific Contact, Opportunity, Project, or Campaign. Create Activities from New Menu Go to New Menu than select the type of activity you want...
Introduction to Sites
...Contact Opportunity Quote Project Profile Activity (Account, Contact, Opportunity & Project) Campaign Event Event Session The address details for Gold-Vision records are now held in the Site record. Users can...
