June 13, 2023. Molly Lyons

Getting Started

Welcome to Getting Started – the very first course in the Knowledge Hub series. In this course you will go through 3 lessons, containing 11 topics, learning the basics of Gold-Vision CRM and its interface. By the end of the course you will be familiar with Gold-Vision’s homepage setup, how to navigate your way around the system, and shortcuts via the Action Centre.

Course Content

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Your home page 6 Topics

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See everything at a glance

Personalising your Gold-Vision

Activities

Appointments

Notice board

Viewing & adding dashboards

Navigation & menus 4 Topics

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Viewing menu items

Creating custom menus & adding new items

Global search

Navigating Gold-Vision

Action centre 1 Topic

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A run-through the action centre

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