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Articles tagged "menu" returned 124 results.
Page 7 of 13
Creating a Quick Quote
Create a Quick Quote from the New menu This is used in circumstances where the Quote needs to be generated quickly. A parent Opportunity is generated automatically by Gold-Vision so...
Managing Opportunities
...page. Creating new items for an Opportunity Child items can be created for each opportunity record by clicking the Plus icon next to Action Menu Close modal Please see...
Managing Quote Products
...Products Users can manage products using the menu on the Quote Lines section Close modal Select button Enables users to to multi select products for editing or deletion Re-order products...
Managing Quotes
...and relationships between Quote records and other Gold-Vision items can be done by clicking the links icon on the Quote menu. Select the item type that you would like to...
Monitor activity
...can then create Widgets and Charts from this list then add them to Menus or Dashboards : Close modal See Dashboards for more information about creating Charts and Reports. ...
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...
Using Appointments to manage diaries
...appointments and also filter by Appointment type Use the Highlight drop down to filter by Owner or Appointment type Use the view menu to view all appointments for your team...
Report, Calendar, Map and Flows view
...can be dragged and dropped in to different lanes. Close modal Tip Pin a filtered Flow view to a menu or homepage for quick access as filters will be saved....
Creating & Editing Sites
...this will update the Site Addresses for all Gold-Vision records where this Site has been selected Viewing Sites Globally Sites can be viewed from the Main View Menu: Close modal...
Mail Tracking
...open a new Outlook email with the email address predefined Close modal 2. From the Actions Menu against the Gold-Vision record select Email Option Close modal Primary Email Actions Close...
