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Articles tagged "Data Management" returned 248 results.
Page 8 of 25
Mastering Sales, Opportunities & Forecasting in Gold-Vision
...sales pipelines, creating seamless quotes, and making data-driven forecasts that drive revenue. What You’ll Learn 
Sales Pipeline & Opportunity Management – Track, manage, and progress sales opportunities efficiently with...
Introduction to Time
...(i.e. 100 tickets for net £5,000). Do I have to use Products? If you are not using products the Simple Time Management will allow you to add an Estimated Time...
Creating A Lead
...the relevant data for your lead and save the record. You can add notes at that time within the correspondence area. Close modal Create a New Lead from the Lead...
Using the ZoomInfo Integration
...to import the data. Once you click Import the information from ZoomInfo will be displayed. Close modal You can then add any additional data or amend and Save the record....
Viewing & Editing Lists
...edit data which belongs to that specific list. For example in a Quotes list users aren’t able to in line edit data from the Opportunity even though the fields are...
List Stats
...Depending on the type of data present you will either be displayed numeric statistics or a question regarding which data to display: Close modal Close modal The data can then...
Creating Templates & Template Tags
...Ability to output any data from within the item the template is from. See more. Advanced Mode Advanced mode offers additional functionality over standard mode, including: Ability to output data...
Mail Tracking Settings
...stored outside of the database (minimising database space usage) in a defined file system location. The locations for the files to be store can be specified as local paths (if...
Google Mapping Integration Overview
...make more efficient use of their time on the road – planning routes in advance or on the go, using real-time data. Map view See your data on a map....
How we keep Gold-Vision secure – insights from our Infrastructure Team
Security and reliability are at the core of Gold-Vision CRM. But how do we ensure your data stays protected, your system remains resilient, and your business can operate with confidence?...
