Search Results
Articles tagged "quick-quote" returned 110 results.
Page 3 of 11
Linking Purchased Time
...need the following: A Gold-Vision Quote that has the Training product added to it A Gold-Vision Project for the Training required Steps to follow: Change the Status of your Quote...
Advanced Templates
...format and vice versa. Creating Templates – Advanced Mode For example: to create a quote template. If you want to pull information from the quote object you can copy and...
Sales and Forecast Lists
...data that is currently held in multiple different areas of the system: Opportunities with and without Quotes, Quotes themselves and confirmed Seminar Bookings. Close modal Sales Lists Shows a...
Using Word Mail Merge
...the recipients or you can create a quick campaign and, from the stage, export the valid recipients. Creating a Quick Campaign Filter your contacts, create a quick campaign. Open the...
Google Mapping Integration Overview
Close modal Gold-Vision’s integration with Google Maps allows you to quickly identify the location and density of customers and target leads so you can make more informed decisions on...
What’s New in Gold-Vision 8
...for quickly and efficiently. Adapt screens to fit the way your users like to work with in-line editing, resizing columns, adding/removing columns, and multi-select filtering to name a few. Our...
Setting up Products with Time/Unit
...Unit details on each Product. Add Time/Unit to Quote Item Screen Design From Settings go to Screen Designer and select Quote Item. Close modal Click on Add Field then Select...
Xero Integration Overview
...consolidated view. Inspect customer and transaction history and create interactive reports in real-time without leaving your CRM. Simple quote creation Create professionally branded quotes using customisable templates in minutes. Simply...
Sage 200 Integration Overview
...Gold-Vision to view multiple Sage 200 companies or datasets. Customer integration Close modal Sales order integration Close modal 3 Key Benefits of our Sage 200 Integration Sending quotes – Quotes...
