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Search for "sales" returned 112 results.
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Marketing automation introduction
...customers that their annual subscription date is coming up or to run an automated re-engagement series for cold leads Ultimately, applying automation should free up time for your sales and...
Simple Time Management
...if for example you would like to record the time used for pre-sales by your Sales Team . For this specific example users will log the time used for Pre-Sales...
Lead Scoring
...of your leads are close to being sales ready. Type Web Scoring Automatically score leads based on the interest they show in your business. When a Lead clicks on a...
Using the Exchequer Integration
...integration fields mappings will also be pushed into your Exchequer customer record i.e. your billing address. Close modal Send a Sales Order to Exchequer The quotes module in Gold-Vision is...
Google Mapping Integration Overview
...who to visit and how and where to travel and organise events. Google Maps Integration for Gold-Vision CRM Integrating Google Maps with your CRM also enables your sales teams to...
QuickBooks Online Integration Overview
Close modal Integrating QuickBooks Online with Gold-Vision CRM will enable your users to see vital information with ease, such as customer balances, sales transactions, estimates, and invoices. This is thanks...
Drive CRM user adoption – turn reluctant users into engaged advocates
...Explore key metrics and feedback loops that help you measure adoption, spot issues early, and build lasting engagement with ongoing support and communication. Who should watch this? Perfect for sales,...
Creating A Gauge Chart
What are Gauge Charts Gauge charts are a special type of Target Chart that measure the performance of Gold-Vision items e.g. Sales against a set goal. These charts are show...
Discounts, Price Lists, Financial Entities
...SAGE or Exchequer, you can select the Financial Entity. This lets you process sales for more than one selling organisation. Info Financial Entities can be set up by an Administrator....
Managing Quote Products
...by ticking the Optional tick box against the product. Optional products are not included in the quote totals or product sales if a quote has been closed won. Close modal...
