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Search for "accounts" returned 81 results.
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Configuring & using the Asana integration
...sync updates back again. CRM items that can be pushed into Asana include: Accounts Projects Opportunities Activities Use case example In this example, the user wants to push Opportunity data...
Manage Your Day
In this guide, we’ll walk you through some simple steps to help make managing your day-to-day tasks much easier, such as activities and appointments, and show you how to quickly...
Using the Xero Integration
Push a Gold-Vision Account to Xero Contact Based on the company requirements the Gold-Vision Accounts can be pushed to Xero using different methods: In the example below the Account is...
Teams & security for Sales
Your Accounts might be global but your Sales don’t need to be. Set Opportunity Security Set the security at Opportunity Level to ensure only the right users will be able...
Creating An Opportunity
Opportunities are potential sales or business development with Accounts. Create A New Opportunity There are different ways to create Opportunities in Gold-Vision the most used options are: Option 1 –...
Manage your Sales Team Introduction
...Team & data security management Allow users to access accounts, opportunities or projects related to their role, whilst shielding other areas of CRM Remove/hide all references to unavailable/confidential data or...
Creating Activities & Reminders
Activities can be used to store details on past or future actions related to Accounts such as arranging meetings, making phone calls or recording issues. Also these can be used...
Address Lookup
...is updated every day from Royal Mail’s Postcode Address File (PAF®). This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with...
Introduction to Sites
...now create multiple Sites (addresses / locations) for Accounts or Contacts and these can be assigned independently to different records as listed above. The Site object represents a location/...
Linking Items
...another or another Account in Gold-Vision might be a Head office and other Accounts might be Regional Offices. Links can be created from all Gold-Vision records using the Link icon....