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Articles tagged "sales" returned 112 results.
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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...
Knowledge Hub Courses
...and shortcuts via the Action Centre. Getting Started Get started on your Gold-Vision journey in this beginners course Start course Close modal Sales 101 Our brand-new introductory Sales course is...
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...
Configuring Engagement Scores
...Forecast, Opportunities, Projects, Product Sales, Profile, Quotes & Sales lists. Adding the Engagement Section You administrator will be able to Add Engagement Section to the Account, Contact & \ or...
Adding & Viewing Engagement Scores
...60 days. Close modal Info The Trend column can also be viewed against other lists these include:- Activities, Appointments, Contacts, Forecast, Opportunities, Projects, Product Sales, Profile, Quotes & Sales lists....
Tax Codes
Tax Codes can be managed in the Settings area. New Tax Codes can be set up by selecting the New Icon. Close modal You can edit Tax Codes that have...
List Stats
...from Product Sales list, click on the 3 dots against the column heading then click on ‘View Stats’ then select which Stats you would like to see : Close modal...
