Search Results
Articles tagged "details" returned 88 results.
Page 5 of 9
Creating a Quote
...use the New Icon and select Quote Close modal Quote Details Include in Opportunity Use this tick box to ensure the quote is included in the total of the opportunity....
Manage your Sales Team Introduction
...effectively Drill down with one click for full opportunity details: who’s involved, recent emails, where the opportunity came from and what’s happening next Click here to find out more. ...
Managing Opportunities
...the Opportunity Contact directly from Gold-Vision. Print an Opportunity Click Print if you would like to print the Opportunity details. Watch our web clip to see how to manage...
Managing Quote Products
...Close modal Update product details on the same screen by selecting the product line item, make the relevant changes then click Save Close modal Tip Tip: If a product is...
Managing your Leads
...reviewed before you progress, see further details on duplicate scoring below. Tip Tip: Pin filtered lists to a menu for quick access to your Leads. See Menus and custom items....
Correspondence
...list view and users can click on each item to view the details Close modal Filtering Correspondence items To quickly find specific notes or emails users can filter the correspondence...
Creating Appointments
...create appointments from the Calendar View by selecting the time slot and clicking on the Plus button Close modal Appointment Details Start & End Dates The start and end date...
Introduction to Sites
...Contact Opportunity Quote Project Profile Activity (Account, Contact, Opportunity & Project) Campaign Event Event Session The address details for Gold-Vision records are now held in the Site record. Users can...
Review invalid recipients
...on each recipient in turn and add the missing information where required, such as an email address. If you choose to update the details for an Invalid Recipient, the Contact...
Creating a Project
...modal Option 2 – from the Account record From the Account record click on the Plus button, select Project Close modal Project Details Summary Is the name of your Project...
