Discounts, Price Lists, Financial Entities

Discounts Discounts can be applied to individual products using the inline edit feature. Close modal Discount % – will automatically update Net Price Unit Price – will automatically update Discount...

Create Dashboards or Menus for your team

...used items to a menu and enable this for visibility by your team. Using the Actions menu as above select to “Pin To Menu” your filtered list or view from...

Creating A Lead

...also be bulk imported using the Import Tool. See Lead Importing for more information. Importing Leads will automatically create a Lead List at the same time with your fields included....

Creating a Quote

...using Local Value. Quote Base Currency is determined by the User’s Base Currency predefined in the Settings area but it can be changed manually when the Quote is created. Click...

Manage your monthly sales meetings

Using Gold-Vision for your Sales Meetings saves time when preparing for the meeting, no need for everyone to produce spreadsheets and send them to you prior to the meeting. Sales...

Sales Reports

...using the Actions Icon. Close modal Reports can be edited and filters added as required. See Reporting for more information.   Tip Tip: Reports can be exported to Excel, Word...

Sales

Viewing & Editing Lists

...modal Info Your Administrator can change the default view columns for all users or specific teams. Using the Split Screen Users can use the Split Screen functionality to view the...

Action Centre

Using the Action Centre Recent list Use your Recent list to keep track of where you’ve been and quickly access those items. Use the Action Centre to keep track of...

Categorise Your Data

Data can be tagged in Gold-Vision using Categories. Info Categories can be set up in Screen Design. You need to be an Admin to complete this task. To update Categories...