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Articles tagged "product-sales" returned 147 results.
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Google Mapping Integration Overview
...who to visit and how and where to travel and organise events. Google Maps Integration for Gold-Vision CRM Integrating Google Maps with your CRM also enables your sales teams to...
LiveChat Integration Overview
Close modal Integrating Gold-Vision CRM with LiveChat gives your Sales or Customer Service teams the ability to turn every conversation that happens on your website into something special....
Touch point automation
...you can use automatic activities and alerts to make your life easier: Automatically create a ‘Showed interest in new product’ Contact Activity when a Contact has read a particular blog...
Resources
Webinars Book a Gold-Vision webinar or view on-demand. Product News View our latest product releases, & technical updates. Tips, Web Clips & More Take a look at our latest resources...
How Can I Use Profiles?
Profiles are records which can be used for multiple purposes. Common uses include contractual data, product specifications, membership and warranty details. Note Profiles are fully configurable and can be renamed...
Create An Event
...the Event Screen Design (See your Gold-Vision Administrator if this isn’t available) and upload relevant images/documents. You can add products to your Event if they are chargeable – add products...
Manage Event Bookings
...“Confirmed” by default. You may also want to Edit: The Account or Contact for the Booking Add an Event Confirm the Booking or Add Products A Booking can be amended...
Gold-Vision On-Premise Technical Requirements
...and product functionality may vary based on your system configuration and operating system. Application Server – Windows Requirements Recommended* 10-50 Users 51-100 Users 100+ Users Operating System Windows Server Standard...
Configure Xero integration
...Accounts and Quotes Modules and click Save. Click here to find out more about how to set up Alerts. Close modal Live Modules Enable Live Product Feed by clicking the...
List Stats
...from Product Sales list, click on the 3 dots against the column heading then click on ‘View Stats’ then select which Stats you would like to see : Close modal...
