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Articles tagged "product-sales" returned 147 results.
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Introduction to Sales
Who is it aimed at? Anyone looking to manage the Sales Process in Gold-Vision. What does it cover? During this webinar we will cover lead management & webform integrations, managing...
Using the Exchequer Integration
...configured to capture the information required for a sales order. Your Exchequer products are imported into Gold-Vision for selection against your quote. 1. Create your Gold-Vision Quote 2. Add the...
QuickBooks Online Integration Overview
...are pushed into QuickBooks Online Contacts: Close modal Sales Process Create Gold-Vision Quotes, add products using a live product picker from QuickBooks Online, then push the quote to QuickBooks Online...
Creating A Target Chart
...Sales, Leads, Appointments and Activities or Product Group targets. Info Targets can be set in the Settings area. You need to be an Admin to complete this task. Close modal...
Teams & security for Sales
Your Accounts might be global but your Sales don’t need to be. Set Opportunity Security Set the security at Opportunity Level to ensure only the right users will be able...
Sales Automation
Upon Opportunity creation automatically create a series of activities for team members with defined due dates and follow up. Create an On-Save Alert for an Opportunity Conditions – When an...
Lead Forensics Integration Overview
...place. Lift the curtain on anonymous website visitors and supercharge your sales team in the process – increase online marketing ROI and close sales leads you never knew you had....
Marketing automation introduction
...sales team when one of their customers is looking at a new product on your website. Next, you can use this information to automatically create follow up activities. You can...
Using Appointments to manage diaries
Keep on top of your Sales by managing your diary through Gold-Vision Configure Appointments to record the following information: Appointment type, Outcomes, Follow up, Meeting notes, Reports. Set Appointment types...
