Search Results
Articles tagged "management" returned 108 results.
Page 3 of 11
Campaign Introduction
...Gold-Vision and Lead Management data. In Gold-Vision campaigns you can also build source lists for use with Outlook email, phone, letter, SMS, Gold-Vision Connect or Export to a csv file...
Touch Points introduction
...Gold-Vision touch points with the lead management module to create a comprehensive marketing lead scoring system, resulting in fully qualified leads. Alerting can then assign these to sales automatically if...
Introduction to Projects
Gold-Vision fully integrated Project Management module offers a central platform where users can manage the complexities of a project combined with Account, Contact and Sales information that already exists in...
Introduction to Time
...(i.e. 100 tickets for net £5,000). Do I have to use Products? If you are not using products the Simple Time Management will allow you to add an Estimated Time...
Linking Purchased Time
...Simple Time Management page for more details. Viewing Time logged linked to Time Product Sales Go to the Time Section on the Gold-Vision record and view: Summary breakdown Close modal...
Web Form Integration Overview
Gold-Vision web form integration can automatically update the Lead management area in Gold-Vision with new leads. You may already have a web form on your website which captures your lead...
Adobe Sign Integration Overview
...work securely with signed papers. Adobe Sign Integration for Gold-Vision CRM You’ve already made a great first impression – why stop there? Streamline your sales and project management processes with...
DocuSign Integration Overview
...eSignature handles the most demanding customer requirements, helping you to streamline your sales and project management efforts with a simple sign-off process and delivering an experience simple enough for anyone...
Exchequer Integration Overview
Close modal From real-time management reporting to accounting on the move, our Exchequer integration offers a range of benefits that will enable you to simplify your processes and strengthen...
What’s New in Gold-Vision 8
...portal that updates from Gold-Vision in real-time to create a external portal for areas including Customer Support and Account Activity management. There is a range of portal templates which you...
