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Articles tagged "product-sales" returned 155 results.
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Use Google to Map your Sales
...are new opportunities in a certain mile radius Close modal This can help plan the allocation of Opportunities / Sales to create the optimum route for sales visits or...
Exchequer Integration Overview
...and tax codes and import Exchequer products into your CRM to ensure that your sales team creates quotes in Gold-Vision using only Exchequer approved prices and product lists. Customer integration...
Currencies
...of the product relative to the currency. Info The use of product currency fixed prices is completely optional and can be used on a per-product or currency basis. Close...
Microsoft Dynamics NAV Integration Overview
Close modal With the Dynamics Nav integration, you can synchronise your customers, products, and quotes with Gold-Vision. Your accounts’ key financial information, such as quote, sales order, credit memo and...
Product News
Product Updates Introducing the all-new Gold-Vision Marketing Explore Gold-Vision Marketing in its entirety, from initial research through to development and product features – this blog has everything you need to...
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...
Using the Microsoft Dynamics NAV Integration
...Sales Quote Sales Order The quotes module in Gold-Vision is configured to capture the type of sales record: Close modal Next you would add your products to the quote, as...
Updates
Back to Release Notes – September 2021 Updates Lists / Menu The Account field called External ID can be added to the Product Sales list You can now create Quick...
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...
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...
