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Articles tagged "sales_team" returned 167 results.
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DocuSign Integration Overview
...eSignature handles the most demanding customer requirements, helping you to streamline your sales and project management efforts with a simple sign-off process and delivering an experience simple enough for anyone...
Updates
Back to Release Notes – September 2021 Updates Lists / Menu The Account field called External ID can be added to the Product Sales list You can now create Quick...
Discounts, Price Lists, Financial Entities
...SAGE or Exchequer, you can select the Financial Entity. This lets you process sales for more than one selling organisation. Info Financial Entities can be set up by an Administrator....
Managing Quote Products
...by ticking the Optional tick box against the product. Optional products are not included in the quote totals or product sales if a quote has been closed won. Close modal...
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...
Creating A Gauge Chart
What are Gauge Charts Gauge charts are a special type of Target Chart that measure the performance of Gold-Vision items e.g. Sales against a set goal. These charts are show...
Product Settings
...opportunity, only administrators will be presented with an Open menu option, allowing further editing. The purpose of this is to ensure that historical sales information may be protected – especially...
Using the Exchequer Integration
...integration fields mappings will also be pushed into your Exchequer customer record i.e. your billing address. Close modal Send a Sales Order to Exchequer The quotes module in Gold-Vision is...
Contact Support
Raise a Support Ticket All requests are logged with our support team and you will receive a response shortly. Raise a ticket Or Contact the Support Team Chat online, send...
Assigning Leads
...User or a Team then click Re-assign Close modal Bulk Re-assign Leads A team leader or List Owner may want to assign leads by bulk following either an import or...
