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Articles tagged "opportunities" returned 47 results.
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Managing Activities
...and manage Opportunities can be found in the Sales section on the Help site. New Note Can be created from any activity. These can be used to store information about...
Merging Accounts Or Contacts
...Target) and include sub items such as Opportunities and Activities. By checking the ‘Delete source after merging’ checkbox, you will be left with one record – removing a duplicate without...
Searching and Filtering Lists
...add ‘pipe’ symbol: |. For example, Manufacturing|Retail EXCEPT Search Example: All Opportunities EXCEPT those with the Source field set to Partner Referral. To achieve this add the ! symbol. For example, !Partner referral BLANK FIELD Example: All contacts...
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...
Currencies
...options. Values in the Quotes and Opportunities lists are then converted on the fly and displayed in the Local Value field on the respective list (this field may need to...
Campaign activities
...and from here you are able to use all core Gold-Vision Activity functionality. When you’re in the Campaign Activity, you can create Appointments, Opportunities and Bookings – each of these...
Campaign overview
From your Campaign Overview, you can easily view: Won/Lost/Open Value Profit Activities Appointments Opportunities Bookings and their progress Close modal Campaign Stage Status You can also get a snapshot...
Connect reporting
...to the activity for a follow-up call. From these activities the sales team may create either Opportunities, Appointments or Event bookings to track ROI from the initial email. Close modal...
Linking Purchased Units
...see how you can use the Time functionality by log in Units against Opportunities linked to purchased products. As a company you are selling Vouchers to your customers which can...
Power searching
...two different column headers. ORSearch Example: filtering Accounts with Industry set to Manufacturing Or Retail. To achieve this you would use the ‘pipe’ symbol: |. For example, Manufacturing|Retail. EXCEPT Search Example: All Opportunities EXCEPT those with the Source field...
