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Search for "sales" returned 112 results.
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Managing Activities
...and manage Opportunities can be found in the Sales section on the Help site. New Note Can be created from any activity. These can be used to store information about...
Campaign Introduction
...phone call, a click on an email or website link, a new sales opportunity or even simple changes to the record itself. Follow-up activities can also be created for account...
Connect reporting
...to the activity for a follow-up call. From these activities the sales team may create either Opportunities, Appointments or Event bookings to track ROI from the initial email. Close modal...
Lead capture
...specific page(s) using the touch point configurations options, and set the ‘Raises Over’ Touch Point score. Next, add an action. We’ve chosen to Raise an Alert in Gold-Vision for Sales...
Lead nurture
...day after the event and assign this to the team of your choice, such as a particular sales team. Close modal Step 4 Now you have everything you need in...
Introduction to Projects
Gold-Vision fully integrated Project Management module offers a central platform where users can manage the complexities of a project combined with Account, Contact and Sales information that already exists in...
Standard Reporting
...of Standard Reports that allow you to report on Accounts, Activities and Projects plus on your Sales Forecasts and History. You can also create your own User Defined Reports to...
Screen Designer
...that specific areas will only show when certain fields are set to specific requirements, for example: Sales Info Section will only show when the Account Type is set to Customer....
Custom Date Periods
Custom Date Periods can be set in the Settings area, to match those used by your business, for example: Financial Year or Sales Quarters. Close modal Custom dates will be...
