Opportunity or Project stages can be defined by you. This makes it
easy for users to follow a process. Build sophisticated workflow on
top of this if you choose, or simply use Gold-Vision to remind you
about Notes or Activities. Make sure that your users use the same
documents - templates are stored for easy and consistent use. In addition,
we are able to build on the power of Microsoft Exchange®, SQLServer®
and SharePoint®.
Gold-Vision builds on the power of ExchangeŽ teamworking
facilities.
Gold-Vision alerting and workflow allows you to keep
on top of your job, your team, and your organisation.
Simple alerting on Notes or Activities, plus more sophisticated
alerting on data in your system.
Assign activities to team members - you can monitor
progress without having to wait for a reply!
Assign members to your Accounts, Opportunities, Projects
etc. - ideal for organisations working in different offices
- see who has what role.
Introduction
Team
& Activity Management
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Word Template Documents