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Articles tagged "product" returned 84 results.

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Sage 50 Integration Overview

Close modal   With the Sage 50 integration, you can synchronise your customers, suppliers, products, and transaction history with Gold-Vision. Your accounts’ key financial status becomes available within CRM. The...

Xero Integration Overview

...sale within your CRM. It’s easy to manage your invoices, track payments, and billing histories. With other features such as applying tax codes, product categories, and multiple currencies – you’ll...

Homepage

Gold-Vision CRM Get started with CRM with this simple guide. Gold-Vision Marketing All the help you need to create your first campaign with Gold-Vision Marketing. Resources Find upcoming webinars, product...

Standardise documentation

...select a template and either Save to File, Download, Send as Email or Attach to Email: Close modal To find out more about Document Production click here. Send Proposals via...

List Stats

...from Product Sales list, click on the 3 dots against the column heading then click on ‘View Stats’ then select which Stats you would like to see : Close modal...

Mobile Device Access

Gold-Vision 8 is fully mobile responsive When accessing the product on a mobile or tablet device the view will scale down accordingly and provide a collapsed version of the information...

Brand Overview

...multiple marketing elements such as emails and landing pages. You can create multiple brands within your workspace if needed; such as for marketing for different company identities or product ranges....

Using Sites

...Select the item type that you would like to link to the Site, select the Relationship then click Add: Close modal Using Site Template Tags for Document Production Site address...

Lead capture

By using web tracking touch points in Gold-Vision you can identify when your leads visit important pages on your website. These may be specific product pages, your pricing page, or...

Lead nurture

Nurturing leads properly is all about ensuring that your product/service stays at the top of their minds. Lead nurture series can be as simple or as complicated as you like,...