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Articles tagged "quotes" returned 44 results.
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Using Contact records
...recorded against: Contacts, Activities, Appointment, Opportunities, Quotes, Profiles, Projects, Events, Campaigns and Emails. To find out more about using categories visit the Categorise Your Data page. Categorise Your Data page....
Creating A Target Chart
...‘Pipeline vs Forecast’. Close modal You can also create user targets based on the local margin value and margin percentage of quotes from the sales and forecasts lists. You can...
Using your Sage 50 Integration
...can be seen on the Customer record in Sage: Close modal Send a Gold-Vision Quote through to SAGE Gold-Vision quotes can be pushed into Sage as Sales Orders or Invoices....
Standard Reporting
...Quotes, Activities If applicable the selectable options can be amended and the report updated by re-clicking View Report. Export – Select a format eg word, CSV Refresh – if changes...
Critical Fields
...site Contacts -First name and Business site Project activities – Project summary Opportunity activities – Opportunity summary Contact activities – Contact Quotes – Opportunity summary Appointments -Primary site Do Critical...
Mail Tracking & Calendar Troubleshooting
...list, especially CC/BCC, for emails addresses or domains that are stored against the account or contact Emails are not automatically linking to Activities, Opportunities, Quotes or Projects Emails will automatically...
Tax Codes
...already been set up by selecting the Tax Code and clicking the Edit Icon. Close modal Tip Tip: Tax Codes that you have created will link to Opportunities, Quotes and...
Using your Sage 200 integration
...Sage ID will automatically be populated against the Gold-Vision account. Close modal Send a quote through to SAGE Gold-Vision quotes can be pushed into Sage as Sales Orders or Invoices....
Using the Exchequer Integration
...integration fields mappings will also be pushed into your Exchequer customer record i.e. your billing address. Close modal Send a Sales Order to Exchequer The quotes module in Gold-Vision is...
Managing your Exchequer Integration
...Transaction history is imported for all integrated customers and includes Sales Invoices, Credit Notes, Journal Invoices, Journal Credits, Sales Quotes and Sales Orders. The fields imported as standard can be...
