Search Results
Articles tagged "Uncategorized" returned 75 results.
Page 4 of 8
Using The Flows View
The Flows view allows users to see data (for example Projects) in a view showing cards with ‘swimming lanes’. Cards can be dragged and dropped in to different lanes. Create...
Using Sites
Assign a Site to Gold-Vision records Sites can be assigned to different Gold-Vision Records. As default Gold-Vision will assign the Primary Site to all new records. Users can then choose...
Using Contact records
Close modal Users can easily manage Contacts within Gold-Vision using the action menu against the Contact record Edit a Contact Contact records can be edited by clicking on the Edit...
Using Bulk Replace
Sometimes you might need to update a list of records with the same information, for example, change Account Manager from one user to another user. You can use Bulk Replace...
Using Account records
Close modal The Account main menu enables users to perform different actions to the Account record: Edit an Account Account records can be edited by clicking on the Edit Icon...
Assigning Leads
Assign individual Leads Leads can be assigned from within a Lead record to another user. Click on the Actions menu within a Lead Close modal Click Re-assign Lead Choose a...
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...
Intro to Lead Management
With Gold-Vision’s Lead Management Tool you can capture, de-duplicate, score, qualify and allocate your leads with ease. Use the tool to manage your leads separately from your main Gold-Vision data....
Duplicate Scoring
Lead Management has some advanced deduplication facilities, and checks incoming data for duplication within the imported list, between imports and in Gold-Vision. When duplicates are found, two fields are calculated....
Creating a Quick Quote
Create a Quick Quote from the New menu This is used in circumstances where the Quote needs to be generated quickly. A parent Opportunity is generated automatically by Gold-Vision so...
