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Articles tagged "Uncategorized" returned 75 results.
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Creating Sales Target Charts
Creating Target Dashboards Target dashboards can be created from the Sales or Forecasts Lists. Firstly, within either menu change the ‘State’ to ‘All’ and select a custom date. Info In...
Creating a Quote
Users can setup one or more quotes within an Opportunity. Gold-Vision Quotes are full multi-currency, and are consolidated at the Opportunity in base currency. Create a Quote From the Opportunity...
Creating A Lead
Once your Lead List is created you can add Leads to it. Info You will need to be a Gold-Vision Professional user to have access to Leads in Gold-Vision. See...
Create a Lead List
Before you can start to capture your leads you will need to create a Lead List to keep your leads in order. Create a Lead List Create a Lead List...
Create Dashboards or Menus for your team
Create Homepage Dashboards or Menus for your team and make them public. This will help to make sure everyone is working from the same sales data. Dashboards can be created...
Automate the sales process
Use Gold-Vision Alerts to Automate the process Create automatic follow up activities for Opportunities In this example – when an Opportunity for New Sales is created, an activity to schedule...
Manage your monthly sales meetings
Using Gold-Vision for your Sales Meetings saves time when preparing for the meeting, no need for everyone to produce spreadsheets and send them to you prior to the meeting. Sales...
Creating An Opportunity
Opportunities are potential sales or business development with Accounts. Create A New Opportunity There are different ways to create Opportunities in Gold-Vision the most used options are: Option 1 –...
Teams & security for Sales
Your Accounts might be global but your Sales don’t need to be. Set Opportunity Security Set the security at Opportunity Level to ensure only the right users will be able...
Capture, Manage & Nurture Exhibition Leads
Lead lists can be created for various sources. In order to track lead conversion from specific sources it can be useful to setup multiple lists to capture where your leads...
