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Articles tagged "target" returned 27 results.

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Merging Accounts Or Contacts

...Target) and include sub items such as Opportunities and Activities. By checking the ‘Delete source after merging’ checkbox, you will be left with one record – removing a duplicate without...

Sales and Forecast Lists

...Note: Only Quotes that are Included in Opportunity are shown and Seminar Bookings that are Confirmed Tip Target Charts can be created from all of the above lists Target Charts...

Lead Forensics Integration Overview

...can carry out targeted email marketing campaigns based on which visitors are looking at which pages of your website. Sales teams can prioritise your hottest leads straight away using touch...

Eventbrite Integration Overview

...and Connect tools you can target specific contact lists for specific events and send targeted emails, before and after your event. Gold-Vision allows you to track the success of your...

Sales Reports

...and PDF file formats. You can also create charts based on the Sales and Forecasts lists and Sales Target Charts based on predefined targets set by your Gold-Vision Administrator Create...

Mastering Sales, Opportunities & Forecasting in Gold-Vision

...insights into your sales pipeline, set achievable targets, and improve decision-making. ✅ Boost Sales Productivity – Automate key processes, reduce admin time, and keep your sales team focused on winning...

ZoomInfo Integration Overview

...unique criteria and then copy the ZoomInfo URL directly into Gold-Vision. Streamline Communication – Once you have the relevant details in Gold-Vision you can nurture leads and email targeted communications....

Mastering Sales, Opportunities & Forecasting in Gold-Vision

...your sales pipeline, set achievable targets, and improve decision-making. ✅ Boost Sales Productivity – Automate key processes, reduce admin time, and keep your sales team focused on winning business. Who...

Product News

...records, plus we have updated Gold-Vision Marketing Users to include a time zone and improvements to speed up performance calculations. May 2024 Save time updating user Targets using the Data...

Introduction to Sales

...Gold-Vision. What does it cover? During this webinar we will cover lead management & webform integrations, managing opportunities, creating quotes, using appointments and diary views and sales targets and reports....