Search Results
Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
Page 39 of 42
Sales Targets & Analysis
Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...
Credit History
Here you can find information about your Gold-Vision Marketing credit history including information about your emails sent and credits remaining. Close modal...
Contact Support
Raise a Support Ticket All requests are logged with our support team and you will receive a response shortly. Raise a ticket Or Contact the Support Team Chat online, send...
Discounts, Price Lists, Financial Entities
...Price Lists can be set up by an Administrator. Financial Entities If you have integrated with a finance package such as SAGE or Exchequer, you can select the Financial Entity....
Managing Quote Products
...button Offers the ability to reorder products using drag and drop option or reorder by product field Close modal Edit products within the Quote Lines section using inline edit option...
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...
Setting up Sales Charts
Here are some examples of Sale Charts you might find useful, with steps on how to create them. Historical overview of Product Sales From Product Sales List, filter all Closed...
Edit Account and Contact Addresses
Account and Contact address details are held within the Site record. To edit an Account or Contact address details users will have to edit the Site record. From the Account...
List Stats
Allow users to quickly generate numeric statistics from almost any list They are most useful for quickly totalling numeric columns or discovering the spread of records within a list by...
How to use the legacy drag & drop design tool
...other elements: Close modal If you are working with a Text element, you first need to double click on it to edit, and then you will see the Content options...
