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Articles tagged "sales" returned 108 results.

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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...

Sage 50 Integration Overview

...Sage supplier information to linked Gold-Vision account Import Sage product list to Gold-Vision Create new Sage sales order or invoice from Gold-Vision quotes Create new Sage sales order or invoice...

Xero Integration Overview

...choose your inventory item, price, and send. Best customer service Integrating your CRM with Xero will take all your customer’s account information – such as sales history and pricing –...

Using Appointments to manage diaries

Keep on top of your Sales by managing your diary through Gold-Vision Configure Appointments to record the following information: Appointment type, Outcomes, Follow up, Meeting notes, Reports. Set Appointment types...

Linking Purchased Units

This page will show you how to Link Units to Unit Product Sales in Gold-Vision and log units used for this. Prerequisites Before you go ahead and start using this...

Creating A Target Chart

...Sales, Leads, Appointments and Activities or Product Group targets. Info Targets can be set in the Settings area. You need to be an Admin to complete this task. Close modal...

Discounts, Price Lists, Financial Entities

...SAGE or Exchequer, you can select the Financial Entity. This lets you process sales for more than one selling organisation. Info Financial Entities can be set up by an Administrator....

Managing Quote Products

...by ticking the Optional tick box against the product. Optional products are not included in the quote totals or product sales if a quote has been closed won. Close modal...

Managing Quotes

Users can easily manage their sales Quotes from within Opportunities Close modal Primary Quote Actions Adding Products To Quotes   Close modal Add Notes to a Quote Notes can be...

Marketing automation introduction

...customers that their annual subscription date is coming up or to run an automated re-engagement series for cold leads Ultimately, applying automation should free up time for your sales and...