Design your Screen and Lists

Who is it aimed at? Gold-Vision Administrators and managers. What does it cover? How to configure your screens and lists in Gold-Vision 8   This webinar will last approximately 20...

Gold-Vision Marketing | Getting Started

...within the system, learn how to configure them, and see how they integrate with the rest of the platform. Template Basics: Get acquainted with the email design tool, and learn...

Alerting & Workflow

Email receipt Alert

For example: Link emails with a Support Call reference number to the Support Call. Step 1 Set up the reference number for the Support Calls Step 2 Create the Email...

Note Alerts

This type of alert allows you to notify external and internal parties when a note is added to a particular item and/or where specific conditions are true. An alert appears...

Reminder Alert

Reminder alerts can be set up to show a renewal date is imminent. Example: If an Opportunity has not been updated for specified amount of time, or a renewal date...

Touch Point Alert

Create an Alert based on a Touch Point score for Account, Contacts or Leads. Example: when a Touch Point score raises over a certain value alert the owner so they...

Manage Your Day

In this guide, we’ll walk you through some simple steps to help make managing your day-to-day tasks much easier, such as activities and appointments, and show you how to quickly...

Using Loqate Email Validation

Single Address Validation Open your contact record and click on the Validation icon on the right hand side of your email address field. Close modal Or, similarly on your Lead...