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Articles tagged "sales_team" returned 167 results.
Page 5 of 17
Using the Microsoft Dynamics NAV Integration
...Sales Quote Sales Order The quotes module in Gold-Vision is configured to capture the type of sales record: Close modal Next you would add your products to the quote, as...
Creating Home Page Dashboards
An Introduction to Dashboard Management Dashboard Management enables users to edit, duplicate and share dashboards with teams / users. The Manage Dashboards option also allows you to… Specify which teams...
Lead capture
...Team UK, although you could do this by email if you prefer. The team that you assign this to could be whoever you want to take charge of the initial...
Microsoft Outlook Integration Overview
...and calendar synchronisation from any device. It’s likely your sales teams already have Outlook open most of the time – and that they’re pretty happy with using it. Gold-Vision’s integration...
Product News
...and functionality. Scroll carousel left Scroll carousel right Release Notes April 2024 Engagement scoring is a great way to determine when the Sales team or Account Manager should get in...
Marketing automation introduction
...marketing teams, allowing them to generate more Leads and produce more sales! Close modal Info Marketing Automation is available as an add-on module and costs £295 per month. This includes...
LiveChat Integration Overview
Close modal Integrating Gold-Vision CRM with LiveChat gives your Sales or Customer Service teams the ability to turn every conversation that happens on your website into something special....
Managing your Exchequer Integration
...Transaction history is imported for all integrated customers and includes Sales Invoices, Credit Notes, Journal Invoices, Journal Credits, Sales Quotes and Sales Orders. The fields imported as standard can be...
User Configuration
...area. Close modal Setting up a New User (Cloud) If we host your Gold-Vision in the Cloud please contact our Support Team with the following details so we can setup...
