Category: Manage Features

Lead Status: The Lead Status feature allows you to easily keep track of the current status of potential prospects. The convenient search features provides a way to easily locate leads and determine whether they are hot, cold, new, or warm leads. You can also prioritize your action depending upon the status of the Lead.

The Lead Source feature allows you to keep track of how your potential prospects found you such as through your website, responding to a campaign, etc. The Lead Source helps you to identify the most or least profitable Lead source for best results. The Lead Source feature can be accessed by clicking Lead Source on […]

Using the Business Unit feature, you can easily organize and track operations and sales as well as search for specific Business Units to save time. To access the Business Unit feature, click on Business Unit on the More menu or click the Business Unit button on the Management interface. To create a new Business Unit, […]

Task Status : Save time on determining what tasks are complete, which ones are pending, and new tasks which need to be created. The Task Status feature allows you to view the status of all tasks at a glance and search for specific tasks using the intuitive search feature. Easily create and add new tasks […]

GoKickSales contains additional features which are located under More on the main toolbar of GoKickSales. These features provide more functions to make the GoKickSales platform as user friendly as possible. The Manage section listed on the More menu provides an additional intuitive set of features for saving time on customer relationship tasks with GoKickSales. To […]

The Opportunity Type feature allows you to easily define and manage different opportunities for your customers. Easily add a new opportunity by clicking on the Add New button on the right hand side of the Manage Opportunity Type screen or perform a quick search for a specific opportunity you have created using the convenient search […]

Keep track of the different stages for each opportunity using the Opportunity Stage feature on the Management interface. You can access the feature simply by clicking Opportunity Stage on the More menu or by clicking on the Opportunity Stage button on the left hand side of the Management screen. Adding a new opportunity is easy […]

Managing and keeping track of multiple accounts can prove to be a daunting task. GoKickSales comes equipped with an Account function which allows you to easily search and manage existing accounts and effortlessly create new accounts. As you add Accounts they are intuitively organized by type. To access the Account Type feature, simply click on […]

The Tag management feature included in GoKickSales provides an effective way to organize and manage tag names for business leads and potential prospects. You can also easily create new tags simply by clicking on the Add New button and search for existing tags using the convenient search function. The Tag management feature can be accessed […]

Industry : If you have a business where you deal with different industries, GoKickSales provides a way to manage existing industries and add new ones. The Manage Industry feature allows you to easily view, organize, search, and manage multiple industries. To access the Industry feature, click on Industry located on the More menu or click […]