Search Results
Articles tagged "activities" returned 73 results.
Page 3 of 8
Using your Sage 50 Integration
...history. The transaction history import does not indicate when an order has been dispatched, invoiced or paid. Sage Transactions: Close modal Sage Transaction Lines: Close modal Activities import The “Batch...
Managing Opportunities
...related articles as below on how to create new items for Opportunities: How to Create Activities & Reminders Once an opportunity has been created, activities can be created to manage...
The New Gold-Vision Home Page
...they will still be available under your main Home Page banner. Close modal Activities View your Overdue and current activities due and quickly amend them Close modal Appointments View your...
Manage Your Day
...including Account Activities, Contact Activities, Project Activities and Opportunity Activities. Then, enter a summary, select a type, set a start and due date with reminders and choose an owner. Once...
Import types
...suggests which match key(s) to use Import type Description Suggested match keys Recommendations Account Activities Imports account activities, based on a small set of fields for matching accounts, plus all...
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...
How To Setup Sales Target
...sales are performing. Targets can be setup for Sales, Leads, Appointments or Activities in Gold-Vision, these can then be used in the reporting area in lists such as Sales, Forecast,...
Manage Your Day
...We will walk you through some simple steps to help make managing your day-to-day tasks much easier, Such as activities and appointments, and show you how to quickly access them....
Using Projects in Gold-Vision
...We will walk you through some simple steps to help make managing your day-to-day tasks much easier, Such as activities and appointments, and show you how to quickly access them....
Standard Reporting
...of Standard Reports that allow you to report on Accounts, Activities and Projects plus on your Sales Forecasts and History. You can also create your own User Defined Reports to...
