Creating A Target Chart

...Sales, Leads, Appointments and Activities or Product Group targets. Info Targets can be set in the Settings area. You need to be an Admin to complete this task. Close modal...

Design

User Configuration

...to certain areas such as Lead Management and Touch Points. If you need the users to be available on lists, such as Account Manger, or to invite to an appointment,...

What Is GDPR? Including Best Practice

...requirement. The requirements for Subject Access Requests (SAR) are changing considerably. The standard charge is being removed which is leading many to speculate that the number of SAR’s made will...

Data

GDPR Definitions

...This is a Gold-Vision object that holds any Privacy rules applied and also requests made by each data subject (Contact/Lead) Privacy Notice Provided – Records that a Privacy Notice has...

Mail Tracking Settings

...tracked, this can lead to the SQL database growing very large. Close modal Internal Mail Tracking Options Gold-Vision will not by default track internal mails (through the use of the...

Eventbrite Integration

Configuring the Eventbrite Integration

...set to “Confirmed?” – “No”, will not remove the Attendee from the Session. This could lead to false overbookings. Orders cancelled in Eventbrite before Gold-Vision has created a corresponding Booking,...

Gmail Integration Overview

...Gold-Vision allows you to track email conversations under accounts and contacts. This makes it easier for multiple team members working with the same lead or customer to keep up-to-date with...