Search Results
Articles tagged "quotes" returned 44 results.
Page 2 of 5
Using the Microsoft Dynamics NAV Integration
...Sales Quote Sales Order The quotes module in Gold-Vision is configured to capture the type of sales record: Close modal Next you would add your products to the quote, as...
Using the Xero Integration
...your Gold-Vision system, Quotes will be pushed to Xero Draft Invoices. In the example below the Quote is pushed to Xero when the Quote Status is set to Closed –...
Configure Xero integration
...Accounts and Quotes Modules and click Save. Click here to find out more about how to set up Alerts. Close modal Live Modules Enable Live Product Feed by clicking the...
Financial Entities
...Financial Entity, the External ID is a unique 3rd party code for integrations. Tip Tip: Financial Entities can be set against Products, Currencies and Price Lists, Accounts, Opportunities and Quotes....
Currencies
...options. Values in the Quotes and Opportunities lists are then converted on the fly and displayed in the Local Value field on the respective list (this field may need to...
Sage 200 Integration Overview
...Gold-Vision to view multiple Sage 200 companies or datasets. Customer integration Close modal Sales order integration Close modal 3 Key Benefits of our Sage 200 Integration Sending quotes – Quotes...
Using Account records
...How to Create Activities How to Create Appointments How to Create Opportunities and Quotes How to Create Profiles How to Create Projects How to Create Notes How to Create Sites...
Managing Opportunities
Opportunities are where you manage the sales process. Opportunities are typically potential sales or business development opportunities and provide a focus for notes, activities and related quotes. Close modal...
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....
Configuring Engagement Scores
...Forecast, Opportunities, Projects, Product Sales, Profile, Quotes & Sales lists. Adding the Engagement Section You administrator will be able to Add Engagement Section to the Account, Contact & \ or...
