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Articles tagged "sales_team" returned 167 results.
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Mail Tracking & Calendar Troubleshooting
...be obtained by running individual tests against each user. Open the Settings menu Under User & Team Administration select Users Click on a user to open the record From the...
Configuring LiveChat Integration
...defined in the Group Defaults area in Settings. Close modal For example a Gold-Vision, by default a user in the Sales Team will be able to create a new Opportunity...
Gmail Integration Overview
...will automatically track and store your emails and calendar appointments into Gold-Vision from any device, at any time. You’re in control Only want to track emails between your Sales team...
Screen Designer
...to resize. Close modal Tip Tip: We recommend large screen sections with multiple fields are split into sections using field groups to improve visibility. Set Team Visibility and Rules Pages...
Facebook Integration Overview
...the impact of your social campaigns, giving you valuable insights into what your followers want. New leads = new business Give your sales team a head start on the competition...
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...
Engagement Overview
Engagement scoring is a great way to determine when the Sales team or Account Manager should get in contact with a Lead, Prospect or Customer. For example… The sales team...
Simple Time Management
...if for example you would like to record the time used for pre-sales by your Sales Team . For this specific example users will log the time used for Pre-Sales...
Lead Scoring
...specific page on your web site they will accumulate Touch Points. Filter the list data and assign high-scoring leads to sales teams. Connect Create scores based on interactions with your...
QuickBooks Online Integration Overview
Close modal Integrating QuickBooks Online with Gold-Vision CRM will enable your users to see vital information with ease, such as customer balances, sales transactions, estimates, and invoices. This is thanks...
