Manage your Sales Team Introduction

...system functionality Click here to find out more.   Close modal Map your Sales Use Google Mapping to view the location of Opportunities / Sales or Leads. Create routes and...

Use Google to Map your Sales

Map Opportunities / Sales or Leads Go to the list of your Opportunities and select the Maps View Close modal Crete routes to visit your opportunities or check if there...

Undelete Records

Records which have been deleted can be undeleted in the Data Management area of the Settings area Close modal Info Campaigns and Leads can not be undeleted....

Touch Points introduction

...Gold-Vision touch points with the lead management module to create a comprehensive marketing lead scoring system, resulting in fully qualified leads. Alerting can then assign these to sales automatically if...

Using Touch Points

...set up your touch point scoring and define your categories in more detail here. Historical Touch Point Reporting Reporting is available for your Accounts and Leads to show historical Touch...

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...

Lead Management Settings

...modal Info Checking Invalidate Lead emails already in Gold-Vision will flag any Leads as duplicate if the are also in Gold-Vision. This makes them invalid when added to a Campaign...

Data

Manage Your Day

In this guide, we’ll walk you through some simple steps to help make managing your day-to-day tasks much easier, such as activities and appointments, and show you how to quickly...

Using LiveChat Integration

...to view the full transcript of the Chat Close modal LiveChat with Leads Viewing Transcripts From the View menu, select Search Email and filter by Correspondence Type Chat Close modal...