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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 follow up actions.  Activities can be created manually or workflows can be setup. To create a new Project Activity click the Plus Icon against your Project and…

Introduction to Projects

Gold-Vision fully integrated Project Management module offers a central platform where users can manage the complexities of a project combined with Account, Contact and Sales information that already exists in 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…

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: