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Creating a Quote
...in your Gold-Vision users can choose the price list that the product needs to be added from Price Lists can be accessed via the View > Products > Price Lists...
Set up your annual reporting
...in Gold-Vision. Use either the Sales and Forecast Lists, Opportunities or Quotes lists to get the data you want from your monthly or annual charts. Create your monthly or quarterly...
Adding & Viewing Engagement Scores
...60 days. Close modal Info The Trend column can also be viewed against other lists these include:- Activities, Appointments, Contacts, Forecast, Opportunities, Projects, Product Sales, Profile, Quotes & Sales lists....
User Configuration
...to certain areas such as Lead Management and Touch Points. If you need the users to be available on lists, such as Account Manger, or to invite to an appointment,...
Exchequer Integration Overview
...and tax codes and import Exchequer products into your CRM to ensure that your sales team creates quotes in Gold-Vision using only Exchequer approved prices and product lists. Customer integration...
Microsoft Dynamics NAV Integration Overview
...pushed into Gold-Vision in multiple formats, including fields against the Gold-Vision account, transaction history lists, and line lists. Streamline processes Gold-Vision’s integration with Microsoft Dynamics NAV can be used to...
What’s New in Gold-Vision 8
...options to pin key lists to for individual or team use. Customise based on your role or business needs. New global search function helping you to find what you’re looking...
Event Reporting
Create a Chart or Report Reports can be created from any of the Event lists available. For Sales and forecast reporting you can also use the Product Sales List for...
Account Portal Management
...a list of options is available you can choose to hide selected options. Adding Page Sublists You can add additional tabs to display Contact, Site and/or Profile details on the...
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...
