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Articles tagged "product-sales" returned 156 results.

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Xero Integration Overview

...with Xero when you create a new account within Gold-Vision Gold-Vision quote will create a Xero sales invoice Search for Xero products within Gold-Vision Import your transaction history from Xero...

Sage 200 Integration Overview

...Import Sage product list to Gold-Visio Create new Sage sales order from Gold-Vision quote Import Sage transaction history to Gold-Vision Transaction History Import The transaction history import tool is an...

Tax Codes

...been set up by selecting the Tax Code and clicking the Edit Icon. Close modal Tip Tip: Tax Codes that you have created will link to Opportunities, Quotes and Products....

Automate the sales process

Use Gold-Vision Alerts to Automate the process Create automatic follow up activities for Opportunities In this example – when an Opportunity for New Sales is created, an activity to schedule...

How to create a Sales Pipeline

How to create a Sales Pipeline...

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...