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Articles tagged "opportunity" returned 83 results.
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Campaign Introduction
...phone call, a click on an email or website link, a new sales opportunity or even simple changes to the record itself. Follow-up activities can also be created for account...
Touch point automation
...about your brand Give a touch point Score when a new Opportunity of over £50,000 is created, or when a new Event Booking is created When Leads reach a touch...
Item Reports
...Appointment Summary Activities N/A Opportunities Activities Gantt Chart, Opportunity Overview Quotes N/A Profiles N/A Projects Activities Gantt Chart, Project Overview Campaigns N/A Events Events Overview, Sessions Booking Planner Tip Tip:...
Creating Templates & Template Tags
...from any item that is linked to it (e.g. from a Quote, you can output field data from an Opportunity, Contact or Account) Ability to output a table of data...
Filtering Sublists
...and can be a helpful representation of Data. Close modal Close modal The above image shows the efficiency of using sublists to assist navigating around Gold-Vision using the Opportunity as...
Short Codes
...activities, the code will change depending on the type of activity you have created. If you have created an account activity, an example code could be ACA-187 but an opportunity...
Monitor And Manage Privacy Data
...the contact or lead in Gold-Vision. It does give you the opportunity to review the data, check the lead or contact are still interested in your products or services or...
Reminder Alert
Reminder alerts can be set up to show a renewal date is imminent. Example: If an Opportunity has not been updated for specified amount of time, or a renewal date...
Currencies
...select Foreign Currencies from the Admin area. Close modal Local Currency Value Currencies can also be used to display Quote or Opportunity values in the users local currency. To set...
Product Settings
...opportunity, only administrators will be presented with an Open menu option, allowing further editing. The purpose of this is to ensure that historical sales information may be protected – especially...
