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Creating Accounts & Contacts
Create A New Account An Account is the central record for managing all company information, whether they’re customers, prospects, partners or suppliers. New Accounts can quickly be created by using...
X and Y axis in charts
Not sure which way round the X and Y axis are? Close modal Close modal Close modal Close modal...
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...
Use Google to Map your Sales
Map Opportunities / Sales or Leads Go to the list of your Opportunities and select the Maps View Close modal Crete routes to visit your opportunities or check if there...
Standardise documentation
Create Proposal documents Create personalised proposals to send out to your customers By clicking on the Template Icon, the Generate Document Screen will appear. Here you will be able to...
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...
Sales and Forecast Lists
There are dedicated Sales lists available, depending on User Access Options, on the View menu. The purpose of the lists is to allow for listing and reporting on the sales...
Sales Reports
Gold-Vision has built-in reporting which makes creating reports, charts and home pages simple for your sales reporting. Create Sales Reports Within various lists in the system you can create reports...
Re Assign An Opportunity To Another Account
Opportunities can be moved from one account to another. Click Edit and use the search button within the account field to search for the Account you want to reassign the...