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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
Page 11 of 42
Introduction to Gold-Vision Portal
...to the Gold-Vision Portal including designing & styling pages together with benefits and examples of the Account & Activity pages along with enabling Portal access and 2-way CRM integration. You...
Introduction to Gold-Vision Portal
...to the Gold-Vision Portal including designing & styling pages together with benefits and examples of the Account & Activity pages along with enabling Portal access and 2-way CRM integration. You...
Using the Exchequer Integration
...configured to capture the information required for a sales order. Your Exchequer products are imported into Gold-Vision for selection against your quote. 1. Create your Gold-Vision Quote 2. Add the...
The New Gold-Vision Home Page
Your New Gold-Vision Home Page The Gold-Vision Home page gives you immediate access to your Activities, Appointments and your company Notice Board, alongside your Dashboards. You can access your Home...
Creating An Opportunity
Opportunities are potential sales or business development with Accounts. Create A New Opportunity There are different ways to create Opportunities in Gold-Vision the most used options are: Option 1 –...
Web Form Integration
...form. Close modal You can now create and map the required fields on your forms solution to match with the fields in Gold-Vision. The additional information tab above will provide...
Using the Generic Phone Integration
Introduction The Generic Phone integration allows users to dial numbers from directly within Gold-Vision by simply clicking on them. The Generic Phone integration is intended to be used with HTTP-based...
User Configuration
...of items. Basic User – A normal user with access to Gold-Vision, but without access to the Administration Console. Visibility of items is controlled by the User Access Options screen,...
Downloading the Data Import Tool
The Data Import tool enables the Gold-Vision Administrator to import large amounts of data into Gold-Vision. You will need to have access to Settings → Lead Management settings to download...
Using Projects in Gold-Vision
...and Activities in Gold-Vision. What does it cover? We will cover how to create and manage Projects & Activities in Gold-Vision along with logging time, project flows view and reporting....
