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Articles tagged "overview" returned 57 results.
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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...
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,...
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...
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...
Loqate Email Validation Integration Overview
Close modal Gold-Vision’s integration with Loqate Email Validation allows you to increase your email delivery rates, improve your sender reputation and advance your customer communications by allowing you to verify...
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...
Exchequer Integration Overview
Close modal From real-time management reporting to accounting on the move, our Exchequer integration offers a range of benefits that will enable you to simplify your processes and strengthen...
Custom Integrations Overview
Close modal We offer a great range of standard integrations but if you have a unique integration requirement, our API makes it possible. Custom Integrations for Gold-Vision CRM Every...
