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Articles tagged "overview" returned 82 results.
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Emails Overview
...See Brand Overview for more information on Brands. Email Types Close modal Type – Select the type required – Standard Email, Automated Email or Follow up Email. The Standard Email...
Campaign overview
From your Campaign Overview, you can easily view: Won/Lost/Open Value Profit Activities Appointments Opportunities Bookings and their progress Close modal Campaign Stage Status You can also get a snapshot...
Portal Overview
Launch modal Launch modal Launch modal Launch modal Close modal Overview CRM and Portals are relatively common these days, customers increasingly favour self-service online areas where they can access a...
Eventbrite Integration Overview
...from customer sign-ups and forms are automatically added to your Events area, so you always have a clear overview of your event and your attendees. Marketing – With Gold-Vision’s Campaign...
Landing Pages Overview
...to select the brand to which your landing page will be attributed. Close modal Info See Brand Overview for more information about Brands. Details Enter the initial information regarding your...
Adobe Sign Integration Overview
...between multiple views and programs. Instead, enjoy at-a-glance document status overviews, in-built search functionality, and the ability to edit documents within your CRM before sending. Secure document transfer Send and...
DocuSign Integration Overview
...signatories straight away from anywhere and to any device. Simple to use Remove the hassle of having to switch between multiple views and programs. Instead, enjoy at-a-glance document status overviews,...
Event Overview
Event, Session and Booking Management Gold-Vision offers streamlined bookings and workflow management with Events. Events can be used for Conferences, training, webinars and much more. Setup simple Events, multi-session events...
Web Form Integration Overview
Gold-Vision web form integration can automatically update the Lead management area in Gold-Vision with new leads. You may already have a web form on your website which captures your lead...
Brand Overview
A Brand allows you to create a space to define your organisation’s identity and style. You can create and store official brand guidelines and assets that can be used within...
