Set up your annual reporting

Use Gold-Vision to standardise your reporting for your meetings and collate charts to track progress for the business. Create widgets, tables or counts which are dynamically refreshed using the data...

Capture, Manage & Nurture Exhibition Leads

...The Exhibition Lead Lists are created within the Lead Management section, available on the View menu, or from the New Menu Close modal 2. Update Screen Design Using the Settings...

Creating An Opportunity

...most cases to create sales pipeline charts. Currency Gold-Vision supports multi currency options, this enables users to setup sales in different currencies and sales reporting can be created using Local...

Managing Opportunities

...Opportunity Actions Add Notes to an Opportunity Notes can be created against an opportunity to record updates and conversations using the Note Icon. Close modal Notes can be added to...

Managing Quotes

...added to the quote record by clicking Note icon. Click here to find out more about Creating & Using Notes.   Close modal Add Links to a Quote Setting links...

Mail Tracking

...Link: link the email to an item in Gold-Vision.     Manually add an Email to Gold-Vision Using Outlook Plug in users can manually add emails to Gold-Vision Items. Details...

The Basics

How to use the legacy drag & drop design tool

...and desktop): Close modal Tip As well as using the Preview Template function, it’s always a good idea to send yourself a preview of the email using the Send Preview...

Automated Connect campaign

...Close modal Once created, simply design your mail shot template as normal by either embedding your HTML or creating a new design using the drag and drop editor. Tip From...

Email marketing introduction

...more about Gold-Vision’s Connect packages. Connect Campaign How it works – a simple overview: Create a campaign source by segmenting your list of recipients, using any data field in Gold-Vision...