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Articles tagged "options" returned 115 results.
Page 6 of 12
Creating a Quote
...Sales Reporting, click here to find out more. Quote Currency Gold-Vision supports multi currency options, this enables users to setup sales in different currencies and sales reporting can be created...
Intro to Lead Management
...This is especially useful when you have data from multiple sources, for instance exhibitions, web leads and office enquiries. There are a number of options when managing your leads and...
Managing your Leads
...– will appear in your Action Centre when they become due: Close modal Update Lead Status Use the Status field to update the lead status. The Status options can be...
Sales and Forecast Lists
There are dedicated Sales lists available, depending on User Access Options, on the View menu. The purpose of the lists is to allow for listing and reporting on the sales...
Creating Accounts & Contacts
...from the following options: Public – all users have access. Team – the Account Manager, other team members, the assigned manager, executives and/or administer groups have access. Private – can...
Report, Calendar, Map and Flows view
Gold-Vision data can be viewed in a variety of formats in the system. From the views drop down options users can select which view is required. Close modal List...
Address Lookup
...flexible payment options. How to get a Loqate Account Click here to sign up for a Loqate account. How to Setup Address Lookup Please visit the Configuring Loqate Address Lookup...
Creating A Document
...or Word Document (.docx) Close modal Output Options Save to File The document will be saved on the Gold-Vision Document Storage. Using Chrome: Click to copy the path and paste...
Mail Tracking
...with a comma as shown above. Send an Email from Gold-Vision There are different options to send emails from Gold-Vision: 1. Click on the contact’s email address – this will...
Managing Appointments
...due date or completion status by clicking the edit button Appointment editability follows the normal Gold-Vision security rules. You can limit editing by team using the Access Options and you...
