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Articles tagged "system" returned 87 results.
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Exchequer Integration Overview
...integration with Gold-Vision is perfect for you. By integrating both systems, users are provided with a complete view of customers from within Gold-Vision. Save time Turn Gold-Vision projects into Exchequer...
Generic Phone Integration Overview
...will automatically dial the number. When you dial a number, Gold-Vision will open a pop-out window which allows you to manage your call – directly from within your CRM system....
Using the Xero Integration
...on how the information is sent between systems. Click here to find out more about setting the integration mappings. Note you may need to refresh before the account appears Data...
Manage your Sales Team Introduction
...Close modal Mobile CRM Sell, contact and manage your relationships on the go. Get access to your live CRM information on any device, including integrated data from operational systems Click...
Setting up a service account for Office 365 & Exchange
...on the local server to login to users’ mailboxes and record messages into the CRM system. The settings for privacy and exclusions outside of this rule can be configured separately:...
Creating An Opportunity
...visible in the products sales list. To find out more about Quote and Products click here. Tip Tip: System Administrators can change the Probability values in Special Drop Options....
Creating a Quote
...– the value of the sale is converted to the system’s Base Currency to allow for reporting. Value – the exact value of the sale in the Base Currency. Please...
Managing your Leads
...are made in the system, Gold-Vision will automatically compare all Lead records for duplicates. Gold-Vision will search all imported Lead lists as well as main Account/Contact records for duplicate matches....
Monitor activity
Use Recent Events to monitor activity for your team Gold-Vision records user actions in the system and these can be easily reviewed from the Recent Events list Managers can then...
Sales Reports
Gold-Vision has built-in reporting which makes creating reports, charts and home pages simple for your sales reporting. Create Sales Reports Within various lists in the system you can create reports...
