Sales

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....

Add to an existing source

Add to an Existing Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Go to the Actions menu, select...

Campaign Introduction

...Gold-Vision and Lead Management data. In Gold-Vision campaigns you can also build source lists for use with Outlook email, phone, letter, SMS, Gold-Vision Connect or Export to a csv file...

Create a campaign source

...a Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Then go to the Actions menu, select Campaign, then...

Create a quick campaign

...create a quick campaign from any Gold-Vision or lead management list: Close modal Check over your campaign and, if happy with everything, simply run it. Info When you create a...

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...

Design

User Configuration

...to certain areas such as Lead Management and Touch Points. If you need the users to be available on lists, such as Account Manger, or to invite to an appointment,...