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Articles tagged "quotes" returned 44 results.
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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...
QuickBooks Online Integration Overview
...are pushed into QuickBooks Online Contacts: Close modal Sales Process Create Gold-Vision Quotes, add products using a live product picker from QuickBooks Online, then push the quote to QuickBooks Online...
Sage 50 Integration Overview
...Sage supplier information to linked Gold-Vision account Import Sage product list to Gold-Vision Create new Sage sales order or invoice from Gold-Vision quotes Create new Sage sales order or invoice...
Item Reports
...Appointment Summary Activities N/A Opportunities Activities Gantt Chart, Opportunity Overview Quotes N/A Profiles N/A Projects Activities Gantt Chart, Project Overview Campaigns N/A Events Events Overview, Sessions Booking Planner Tip Tip:...
Creating An Opportunity
...the Actual Closed Date will be automatically filled in with the current date. See how to create Sales Reporting here. If an Opportunity is Closed – Won any open quotes...
Create Dashboards or Menus for your team
...from your Product Sales List, Forecast list, Quotes and Opportunity Lists Create Product Sales Dashboards From the Product Sales list filter the list as required, click Views and Reports...
Manage your Sales Team Introduction
Pipeline management Set performance targets for your entire organisation, per team or per person. The Opportunities module provides a central hub for quotes and activities, allowing you to work more...
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...
Viewing & Editing Lists
...edit data which belongs to that specific list. For example in a Quotes list users aren’t able to in line edit data from the Opportunity even though the fields are...
Using Bulk Replace
...Tip: Lists within Accounts, Contacts, Events, Opportunities, Quotes and Activities can be bulk-replaced. Multi Select – Bulk Update You can multi-select lines to bulk replace field data for those selected...
