Managing Projects

Users can plan and manager their Projects in Gold-Vision with simple resource allocation, correspondence tracking and powerful reporting. Create Activities/Tasks for a Projects Project Activities can be useful to manage...

Using Projects in Gold-Vision

Who is it aimed at? Users managing Projects and Activities in Gold-Vision. What does it cover? We will cover how to create and manage Projects & Activities in Gold-Vision along...

Introduction to Projects

...your CRM into simpler to manage section. Projects can be managed between their start and end date with Activities representing each milestone, which have a delegated Owner, the contact that...

Projects & Time

Creating a Project

Creating A New Project There are different ways to create Projects in Gold-Vision: Option 1 – from the New Item Menu Click on the Plus icon and select Project: Close...

Configuring & using the Asana integration

...sync updates back again. CRM items that can be pushed into Asana include: Accounts Projects Opportunities Activities Use case example In this example, the user wants to push Opportunity data...

Portal Overview

...and notes. Alternatively, if you manage projects your customers can get a 360° view of their projects progress add notes to each project task, upload/ download documents to facilitate project...

Using Account records

...How to Create Activities How to Create Appointments How to Create Opportunities and Quotes How to Create Profiles How to Create Projects How to Create Notes How to Create Sites...

Product News

...new Import CSV button allows you to quickly and easily import Leads into Gold-Vision. A new Ranked List view allows you to impose your own order on Projects, Activities &...

Configuring Engagement Scores

...Forecast, Opportunities, Projects, Product Sales, Profile, Quotes & Sales lists. Adding the Engagement Section You administrator will be able to Add Engagement Section to the Account, Contact & \ or...