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Articles tagged "sales_team" returned 167 results.
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Using Appointments to manage diaries
...the outcomes of your sales meeting by using the Outcome drop down field: Close modal Info Appointment Outcome options can be changed in the Settings area. Filter Apointments View Team’s...
Using your Sage 200 integration
...account giving users the ability to view a complete sales history for the account or choose to filter the sales history by Sage Company. Products can be imported from all...
Introduction to Sales
Who is it aimed at? Anyone looking to manage the Sales Process in Gold-Vision. What does it cover? During this webinar we will cover lead management & webform integrations, managing...
User Access Options
...Edit/Delete Rights The Edit option grants the team the ability to view the item and change it, but not to delete. Delete gives the team full control over the items....
Google Mapping Integration Overview
...who to visit and how and where to travel and organise events. Google Maps Integration for Gold-Vision CRM Integrating Google Maps with your CRM also enables your sales teams to...
Sales Automation
Upon Opportunity creation automatically create a series of activities for team members with defined due dates and follow up. Create an On-Save Alert for an Opportunity Conditions – When an...
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 –...
