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Articles tagged "sales_team" returned 167 results.
Page 7 of 17
Linking Purchased Units
This page will show you how to Link Units to Unit Product Sales in Gold-Vision and log units used for this. Prerequisites Before you go ahead and start using this...
Creating A Target Chart
...Sales, Leads, Appointments and Activities or Product Group targets. Info Targets can be set in the Settings area. You need to be an Admin to complete this task. Close modal...
How to use follow up rules
...or to a team. Close modal Tip Where the Owner is set to a specific team, Gold-Vision will allocate the activities to individuals within the team equally From the Activities...
Resources
...for helpful tips & more. Not sure what to do? Our support team is ready to help Raise a Support Ticket All requests are logged with our support team and...
Administration
...a Support Ticket All requests are logged with our support team and you will receive a response shortly. Raise a ticket Contact the Support Team Chat online, send us an...
Using Secure Notes
...read by specific users or teams. Creating A Secure Note To create a secure note, firstly create a new note against the item. Close modal In the note window, select...
Lead nurture
...day after the event and assign this to the team of your choice, such as a particular sales team. Close modal Step 4 Now you have everything you need in...
Getting Started
...existing items, such as accounts, contacts, leads and opportunities. You will also be able to view any custom menus here, for instance a menu specific to your sales team or...
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...
