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Articles tagged "sales" returned 108 results.
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Set targets
Create user targets In the Settings area, create user targets for Sales, Leads, Appointments or Activities. These targets can then be used in the reporting area in lists such as...
Touch Points introduction
...Gold-Vision touch points with the lead management module to create a comprehensive marketing lead scoring system, resulting in fully qualified leads. Alerting can then assign these to sales automatically if...
Item Reports
...an Account Summary report which shows Address and Contact details, Opportunities, Activities, Recent Events and Notes. A useful report for a sales person to print off before a sales meeting...
How Do I Export Data?
You may wish to export data from Gold-Vision, for example to produce a monthly sales report to review with your sales team, this can be done by creating a report,...
Adobe Sign Integration Overview
...work securely with signed papers. Adobe Sign Integration for Gold-Vision CRM You’ve already made a great first impression – why stop there? Streamline your sales and project management processes with...
DocuSign Integration Overview
...eSignature handles the most demanding customer requirements, helping you to streamline your sales and project management efforts with a simple sign-off process and delivering an experience simple enough for anyone...
Event Reporting
Create a Chart or Report Reports can be created from any of the Event lists available. For Sales and forecast reporting you can also use the Product Sales List for...
Facebook Integration Overview
Close modal Integrating Gold-Vision CRM with Facebook allows you to turn your engagements into a valuable sales and lead generation source. If you are new to Facebook, sign up...
Updates
Back to Release Notes – September 2021 Updates Lists / Menu The Account field called External ID can be added to the Product Sales list You can now create Quick...
Data bridge import
...to find out more about Data Bridge email us on sales@gold-vision.com. Features Close modal .CSV and API imports Data can be imported from either CSV files or via queries into...
