Search Results

Search Results

Articles tagged "sales" returned 108 results.

Page 8 of 11

Connect reporting

...to the activity for a follow-up call. From these activities the sales team may create either Opportunities, Appointments or Event bookings to track ROI from the initial email. Close modal...

Lead capture

...specific page(s) using the touch point configurations options, and set the ‘Raises Over’ Touch Point score. Next, add an action. We’ve chosen to Raise an Alert in Gold-Vision for Sales...

Lead nurture

...day after the event and assign this to the team of your choice, such as a particular sales team. Close modal Step 4 Now you have everything you need in...

Introduction to Projects

Gold-Vision fully integrated Project Management module offers a central platform where users can manage the complexities of a project combined with Account, Contact and Sales information that already exists in...

Standard Reporting

...of Standard Reports that allow you to report on Accounts, Activities and Projects plus on your Sales Forecasts and History. You can also create your own User Defined Reports to...

Screen Designer

...that specific areas will only show when certain fields are set to specific requirements, for example: Sales Info Section will only show when the Account Type is set to Customer....

Custom Date Periods

Custom Date Periods can be set in the Settings area, to match those used by your business, for example: Financial Year or Sales Quarters. Close modal Custom dates will be...

How Can I Restrict Access?

...example the sales team may need a different view of an Account to a support team. Setup Account Security On an Account/Contact in the Admin area you can setup User...

Preparing your Lead Data

...or all of: An Account (Company) record A Contact Record An Opportunity e.g. a sales opportunity An Account Activity e.g. a follow up call A Project associated with the Company...

Preparing your data

...assist with Excel functions which can be run over your data. Account Managers / Users  Ensure that if you have names of Sales people or internal users who own the...