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Articles tagged "product-sales" returned 148 results.

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Set up your annual reporting

...sales charts: Setting up Sales Charts   Info To capture product sales detail you will need to be using Quotes and Products in Gold-Vision. Use our Creating Quotes help. Tip...

Introduction to Time

...two quantities of that Product (i.e. 2 days Junior Consultant for £900). OR A Product could represent 1 ticket, at £50. A Product could record 100 quantities of that Product...

Using the Xero Integration

...manage Quotes in Gold-Vision. Close modal Info You may need to refresh the page before it appears. Live product picker There are 2 options on how to add Live Products...

Using the QuickBooks Online integration

...Using Live product picker There are 2 options on how to add Live Products to a Gold-Vision quote: Click on the live product picker icon Close modal 2. Click the...

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,...

Product News

Product Updates Introducing the all-new Gold-Vision Marketing Explore Gold-Vision Marketing in its entirety, from initial research through to development and product features – this blog has everything you need to...

Exchequer Integration Overview

...and tax codes and import Exchequer products into your CRM to ensure that your sales team creates quotes in Gold-Vision using only Exchequer approved prices and product lists. Customer integration...

Use Google to Map your Sales

...are new opportunities in a certain mile radius   Close modal This can help plan the allocation of Opportunities / Sales to create the optimum route for sales visits or...

Currencies

...of the product relative to the currency.   Info The use of product currency fixed prices is completely optional and can be used on a per-product or currency basis. Close...

Microsoft Dynamics NAV Integration Overview

Close modal With the Dynamics Nav integration, you can synchronise your customers, products, and quotes with Gold-Vision. Your accounts’ key financial information, such as quote, sales order, credit memo and...