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Articles tagged "item" returned 132 results.
Page 9 of 14
Creating An Opportunity
...from the New Item Menu From Gold-Vision click the plus button then select Opportunity Close modal Option 2 – from the Account record From the Account record click on the...
Creating a Quote
...to send two quotes for the same business but for one Quote they would like additional items to be included or excluded. When saving a second quote you will be...
Creating a Quick Quote
...generated quickly. A parent Opportunity is generated automatically by Gold-Vision so that further information can be added at a later time. Close modal Info You can Add items, Edit and...
Duplicate Scoring
...Duplicate Score – The maximum score of all the rules which have returned duplicates Duplicate Count – The number of Contact records of which the item is a duplicate. This...
Manage your Sales Team Introduction
...Mapping to view the location of Opportunities / Sales or Leads. Create routes and view items in a certain mile range. Click here to find out more. Close modal...
Manage your monthly sales meetings
...Meetings Dashboards In the meeting click through to segments of a chart or click on individual items on a list and update records as you go along. Quickly view your...
Managing your Leads
...reviewed before you progress, see further details on duplicate scoring below. Tip Tip: Pin filtered lists to a menu for quick access to your Leads. See Menus and custom items....
Creating Accounts & Contacts
...the New Item menu: Close modal Tip Tip: New Accounts can also be created from within the Accounts view. Enter Account Details Security Level Can be chosen for the Account...
Creating Activities & Reminders
...to the Activity. Note Activities will be linked directly to the item they were created from. Fields that cannot be edited are updated automatically once the Activity is saved....
Creating & Using Notes
Notes can be created against any item within the Account and are used to record important Account related information. Create a Note Close modal Close modal Note Options Stick –...
