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Search for "sales" returned 113 results.
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Sage 200 Integration Overview
...sales transaction history in Gold-Vision. Avoid duplication of entry between systems – The integration will automatically synchronise customer data such as addresses and sites and even create Sage sales orders...
Create Dashboards or Menus for your team
...from your Product Sales List, Forecast list, Quotes and Opportunity Lists Create Product Sales Dashboards From the Product Sales list filter the list as required, click Views and Reports...
Managing your Exchequer Integration
...Transaction history is imported for all integrated customers and includes Sales Invoices, Credit Notes, Journal Invoices, Journal Credits, Sales Quotes and Sales Orders. The fields imported as standard can be...
Lead Forensics Integration Overview
...place. Lift the curtain on anonymous website visitors and supercharge your sales team in the process – increase online marketing ROI and close sales leads you never knew you had....
Microsoft Dynamics NAV Integration Overview
Close modal With the Dynamics Nav integration, you can synchronise your customers, products, and quotes with Gold-Vision. Your accounts’ key financial information, such as quote, sales order, credit memo and...
Sage 50 Integration Overview
...Sage supplier information to linked Gold-Vision account Import Sage product list to Gold-Vision Create new Sage sales order or invoice from Gold-Vision quotes Create new Sage sales order or invoice...
Xero Integration Overview
...choose your inventory item, price, and send. Best customer service Integrating your CRM with Xero will take all your customer’s account information – such as sales history and pricing –...
Linking Purchased Units
This page will show you how to Link Units to Unit Product Sales in Gold-Vision and log units used for this. Prerequisites Before you go ahead and start using this...
Using Appointments to manage diaries
Keep on top of your Sales by managing your diary through Gold-Vision Configure Appointments to record the following information: Appointment type, Outcomes, Follow up, Meeting notes, Reports. Set Appointment types...
