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Articles tagged "opportunities" returned 47 results.
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Configuring Engagement Scores
...Forecast, Opportunities, Projects, Product Sales, Profile, Quotes & Sales lists. Adding the Engagement Section You administrator will be able to Add Engagement Section to the Account, Contact & \ or...
What’s New in Gold-Vision 8
...glance based on rules that you set up, such as automatically highlighting opportunities above a certain value in green. New features & functionality Close modal Forms & portals Gold-Vision 8...
Using Contact records
...recorded against: Contacts, Activities, Appointment, Opportunities, Quotes, Profiles, Projects, Events, Campaigns and Emails. To find out more about using categories visit the Categorise Your Data page. Categorise Your Data page....
Automate the sales process
Use Gold-Vision Alerts to Automate the process Create automatic follow up activities for Opportunities In this example – when an Opportunity for New Sales is created, an activity to schedule...
Managing Quotes
Users can easily manage their sales Quotes from within Opportunities Close modal Primary Quote Actions Adding Products To Quotes Close modal Add Notes to a Quote Notes can be...
Managing your Leads
...to Promote it to your main Gold-Vision database where it becomes an Account and Contact. Close modal You will have option to create new records (e.g. Account, Contact, Opportunities and...
Re Assign An Opportunity To Another Account
Opportunities can be moved from one account to another. Click Edit and use the search button within the account field to search for the Account you want to reassign the...
Sales Reports
...tab that displays sales information based on opportunities, quotes and product sales. Close modal See creating Dashboards for more information Tip Tip: Tabs can be shared with other users...
Set targets
...Forecast, Leads, Appointments And Activities: This chart shows the ‘Company Sales Target’ and Open and Closed Opportunities Close modal See our Settings Area for more information about setting targets. Also...
Report, Calendar, Map and Flows view
...with date fields, for example Appointments, an Activities list with Start or Due Dates or or an Opportunities list with Estimated Close Dates can be viewed as a calendar. Close...
