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Automate the sales process

  • sales

  • alerting

  • workflow

  • reminder

Use Gold-Vision Alerts to Automate the process 

Create automatic follow up activities for Opportunities

In this example - when an Opportunity for New Sales is created, an activity to schedule a demo within 7 days is automatically created:

Create Reminder Alerts

Use alerts to remind the sales team to follow up an Opportunity

In this example when the Estimated close date is imminent (ahead by less than X days) and alert if fired to remind the owner of the Opportunity to follow up:

Click here to find out more about Activities and Reminders 

For Administrators if you would like to find our more about Alerting and Workflow please click here