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Articles tagged "quick-quote" returned 110 results.
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Adobe Sign Integration Overview
...you need to file it, the Adobe Sign integration can take care of it. Faster contracting Quickly set up templates with the Gold-Vision Adobe Sign integration. You can create, manage...
List Stats
Allow users to quickly generate numeric statistics from almost any list They are most useful for quickly totalling numeric columns or discovering the spread of records within a list by...
Easy Navigation Tips
...the Actions menu). Close modal Your Action Centre Use your Recent list to keep track of where you’ve been and quickly access those items. Your To-Do list shows your Activities...
Microsoft SharePoint Online Integration Overview
Close modal Gold-Vision’s integration with SharePoint Online allows you to share and manage content, knowledge, and applications to empower teamwork, quickly find information, and seamlessly collaborate across your organisation....
Manage Your Day
In this guide, we’ll walk you through some simple steps to help make managing your day-to-day tasks much easier, such as activities and appointments, and show you how to quickly...
DocuSign Integration Overview
...the DocuSign integration can take care of it. Be more efficient Quickly set up templates with the Gold-Vision DocuSign integration. You can create, manage and send fully-branded PDFs to required...
Managing your Leads
...Leads that have been assigned to you or those you have claimed. You can quickly work through your leads using the forward and back buttons Close modal Or open the...
Correspondence
The Correspondence section in Gold-Vision displays the all emails and notes items for quick visibility of all correspondence for specific Gold-Vision records. To view the Correspondence section on Gold-Vision records...
Managing Opportunities
Opportunities are where you manage the sales process. Opportunities are typically potential sales or business development opportunities and provide a focus for notes, activities and related quotes. Close modal...
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...
