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Articles tagged "sales_team" returned 167 results.
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Manage your monthly sales meetings
...monthly sales by year in a chart Close modal Check your Sales Pipeline View what sales are left in the pipeline for this month – click though from the chart...
Creating An Opportunity
...most cases to create sales pipeline charts. Currency Gold-Vision supports multi currency options, this enables users to setup sales in different currencies and sales reporting can be created using Local...
Lead Forensics Integration Overview
...place. Lift the curtain on anonymous website visitors and supercharge your sales team in the process – increase online marketing ROI and close sales leads you never knew you had....
Creating a Quote
...Sales Reporting, click here to find out more. Quote Currency Gold-Vision supports multi currency options, this enables users to setup sales in different currencies and sales reporting can be created...
Sales and Forecast Lists
There are dedicated Sales lists available, depending on User Access Options, on the View menu. The purpose of the lists is to allow for listing and reporting on the sales...
How Can I Restrict Access?
...example the sales team may need a different view of an Account to a support team. Setup Account Security On an Account/Contact in the Admin area you can setup User...
Creating Sales Target Charts
...your definition. Click on Save. This can then be pinned to a Homepage Dashboard and shared with the wider team. Close modal Below is an example of a ‘Sales vs...
Sales Targets & Analysis
Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...
Sales Targets & Analysis
Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...
Use Google to Map your Sales
...are new opportunities in a certain mile radius Close modal This can help plan the allocation of Opportunities / Sales to create the optimum route for sales visits or...
