Projects and Events

Understanding customers is a lot more than improving knowledge for the sales team. These same tools are invaluable for providing customer service. But what is a project? The labels are fully configurable, as are the activity types.

• You can send mails, manage project or event members, group activities and record vital information by project - or event.
• Set your own stages of project or event. Share information between your sales and service teams. Different teams may hold information on different project pages.
• Include key milestone dates for activities, and use our Alerting or Outlook® to remind you when to do them.
• Automate project workflows in Gold-Vision to give you the control that you need.