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Search for "sales" returned 107 results.
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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...
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...
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...
Product Settings
...opportunity, only administrators will be presented with an Open menu option, allowing further editing. The purpose of this is to ensure that historical sales information may be protected – especially...
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...
Homepage
...started on your Gold-Vision journey in this beginners course Start course Close modal Sales 101 Part one of our Sales 101 course is now live! Why not take a look?...
Managing Opportunities
Opportunities are where you manage the sales process. Opportunities are typically potential sales or business development opportunities and provide a focus for notes, activities and related quotes. Close modal...
Set targets
Create user targets In the Settings area, create user targets for Sales, Leads, Appointments or Activities. These targets can then be used in the reporting area in lists such as...
