COVID-19 SUPPORT UPDATE:
Please register support requests via
LiveChat
service or our support email address
support@gold-vision.com
. Click
here
to find out more.
Help
search
Raise a ticket
Menu
Getting Started
Lets Get Started
Gold-Vision Help
The Basics
Sales
Marketing
Profiles
Projects
Events
Reports
Portal
User Settings
Design
Data
Global Settings
Alerting & Workflow
Products, Tax, Currencies
Diagnostics & Troubleshooting
Integrations
Webinars
Upcoming Webinars
Recorded Webinars
FAQ's
Support FAQs
Upgrade FAQs
Service Status
Getting Started
Lets Get Started
What's New
Product Updates
Release Notes
What's Gold-Vision 8
Using Gold-Vision
The Basics
Sales
Marketing
Profiles
Projects
Events
Reports
Portal
User Settings
Design
Data
Global Settings
Alerting & Workflow
Products, Tax, Currencies
Diagnostics & Troubleshooting
Integrations
Webinars
Upcoming Webinars
Recorded Webinars
FAQ's
FAQ's
Service Status
bar_chart
Sales
Gold-Vision Help
/
Sales
bar_chart
Opportunities
Opportunities are potential sales or business development opportunities with a prospect, customer or partner Account.
Creating An Opportunity
Managing Opportunities
Re-Assign An Opportunity To Another Account
bar_chart
Quotes
Quotes allow a prospective buyer to see what costs would be involved for the work they would like to have done
Creating Quotes
Creating a Quick Quote
Managing Quotes
Managing Quote Products
Discounts, Price Lists, Financial Entities
bar_chart
Sales Reporting
Creating Sales reports in Gold-Vision 8
Sales Reports
Creating Sales Target Charts
Setting up Sales Charts
Sales and Forecast Lists
X and Y axis in charts
Scenario: Set up your annual reporting
bar_chart
Lead Management
Top tips for lead management with Gold-Vision 8
Intro to Lead Management
Create a Lead List
Creating A Lead
Assigning Leads
Managing your Leads
Duplicate Scoring
Scenario: Capture, Manage & Nurture Exhibition Leads
bar_chart
Manage your Sales Team
Live view of your sales data to understand the value and type of actual and forecast sales with Gold-Vision
Manage your Sales Team Introduction
Create Dashboards or Menus for your team
Using Appointments to manage diaries
Manage your monthly sales meetings
Use Google to Map your Sales
Automate the sales process
Monitor activity
Set targets
Standardise documentation
Teams & security for Sales
