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Articles tagged "sales" returned 108 results.

Page 9 of 11

Products

...calculate margin on your product sales against a quote. Standard fields are available which you can add to your quote – Margin and Margin Percentage. Product Settings Review the Product...

Configuring Google Mapping

...number of credits required. For more information on subscription options and how to install Google Mapping Integration please contact us on sales@gold-vision.com.   Enable Access Users who need access to...

Configuring LiveChat Integration

...defined in the Group Defaults area in Settings. Close modal For example a Gold-Vision, by default a user in the Sales Team will be able to create a new Opportunity...

Configuring the Lead Forensics Integration

Overview Lead Forensics is a software that reveals the identity of your anonymous website traffic, and turns them into actionable sales leads. In real-time. You can filter this data into...

How to add sections

Learn how to set-up sales targets and dashboards with Gold-Vision CRM...

Gmail Integration Overview

...will automatically track and store your emails and calendar appointments into Gold-Vision from any device, at any time. You’re in control Only want to track emails between your Sales team...

Microsoft Outlook Integration Overview

...and calendar synchronisation from any device. It’s likely your sales teams already have Outlook open most of the time – and that they’re pretty happy with using it. Gold-Vision’s integration...

Microsoft SharePoint Online Integration Overview

...go like field salespeople. With this integration, they can access, download and upload documents wherever they are and on any device. Making customer visits and external meetings a breeze. 3...

What’s New in Gold-Vision 8

...offers a range of integrated framework forms and portal tools that will enhance your business processes and maximise sales performance and customer satisfaction. Use our standard web form integration, such...

Add Products To An Event, Session Or Booking

...Reports to any Event sales. Adding Products To A Booking You may have a cost associated with a specific Booking, for example hotel accommodation. This product would be added to...