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Articles tagged "opportunity" returned 83 results.
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Introduction to Gold-Vision Portal
...you to include any type of activity – Account, Contact, Project, or Opportunity. Customers can view, create and update activities as well as viewing and adding notes. This webinar will...
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...
Sales and Forecast Lists
...Note: Only Quotes that are Included in Opportunity are shown and Seminar Bookings that are Confirmed Tip Target Charts can be created from all of the above lists Target Charts...
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...
Configuring Sites
...Site field is a picker field which will allow you to select the preferred Site against the specific Gold-Vision record. Users can add Sites to the screen design for: Opportunity,...
Creating Appointments
Create a New Appointment Appointments can be created from the New Menu or from the Plus Menu against Account, Contact, Activity, Opportunity and Project records: Close modal Or users can...
Linking Items
...Account/Project/Opportunity/Activity – these linked contacts can be included for emailing from that item by selecting Member from the Email area within Actions. Close modal Multi-Select Link Use the Select button...
Searching and Filtering Lists
...< less than < = less than or equal to Example: Opportunity Value example: enter >=5000 && <=50000 in one column Searching Dropdown fields Click on the Funnel then tick the...
Using Account records
...Outlook items as well if the same terminology is used. Typical applications may be where an organisation has many service lines that may be applied to, say, an Opportunity. Info...
Using Contact records
...well if the same terminology is used. Typical applications may be where an organisation has many service lines that may be applied to, say, an Opportunity. Info Categories can be...
