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Articles tagged "items" returned 85 results.
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Using your Sage 50 Integration
...also need to select the financial entity at the time of creating the Quote. You can have different alert criteria to trigger items being pushed into Sage. In the example...
Google Mapping Integration Overview
...in one period of time and create the most efficient route plan. Map view – Any geocoded items within your Gold-Vision instance can be viewed on a map, with visual...
Using Loqate Email Validation
...records at a time to send for validation. Items with a validation status from Pending through to Fully Validated will all appear in the Validated Data screen in Settings. Close...
Creating a Project
...the Project from the Action Menu by clicking on the Add Member button Links Links to other Gold-Vision items can be added to projects to show the relationship between the...
Create Dashboards or Menus for your team
...used items to a menu and enable this for visibility by your team. Using the Actions menu as above select to “Pin To Menu” your filtered list or view from...
Creating a Quote
...to send two quotes for the same business but for one Quote they would like additional items to be included or excluded. When saving a second quote you will be...
Creating a Quick Quote
...generated quickly. A parent Opportunity is generated automatically by Gold-Vision so that further information can be added at a later time. Close modal Info You can Add items, Edit and...
Manage your Sales Team Introduction
...Mapping to view the location of Opportunities / Sales or Leads. Create routes and view items in a certain mile range. Click here to find out more. Close modal...
Manage your monthly sales meetings
...Meetings Dashboards In the meeting click through to segments of a chart or click on individual items on a list and update records as you go along. Quickly view your...
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....
