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Articles tagged "Uncategorized" returned 75 results.

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Monitor activity

Use Recent Events to monitor activity for your team Gold-Vision records user actions in the system and these can be easily reviewed from the Recent Events list Managers can then...

Managing your Leads

Viewing Leads All Leads can be viewed from the View → Leads. You can also view Leads from specific Lead Lists. View → Lead Lists. Select My Leads to view...

Managing Quotes

Users can easily manage their sales Quotes from within Opportunities Close modal Primary Quote Actions Adding Products To Quotes   Close modal Add Notes to a Quote Notes can be...

Managing Quote Products

Once a quote has been created users can add products to the quote. Below are the different ways on how products can be added: Info Before you add Products to...

Managing Opportunities

Opportunities are where you manage the sales process. Opportunities are typically potential sales or business development opportunities and provide a focus for notes, activities and related quotes.   Close modal...