Lead nurture

...how you would create a lead list in Gold-Vision and an automated template in Gold-Vision Connect before the event, ready to send to everyone you speak with on the day....

Short Codes

Short codes have been built into Gold-Vision to achieve the following purposes: Provide a unique reference number for each item in Gold-Vision. This can be used as an alternative to...

Your Gold-Vision API

OpenAPI Specification v2 documentation for your API instance is available at: https://YOUR-GOLD-VISION-URL/api Close modal...

How to create and manage Gold-Vision Opportunities

How to create and manage Gold-Vision Opportunities...

Facebook Integration Overview

...by setting up Facebook rules within Gold-Vision. For example, Gold-Vision can be set to automatically create new leads for any followers interacting with your page or posts on Facebook who...

Manage Your Day

...start date will default to today on save.   Close modal Managing Your Appointments Another key aspect of your day-to-day is managing your appointments. Use Gold-Vision appointments to manage meetings...

Portal Management

...determine where data will be pulled from Gold-Vision Choose Account if you want to display data from Accounts, Sites or Profiles or choose Activities if you want to display Gold-Vision...

Personalise your CX with Gold-Vision

Who is it aimed at? Anyone who is looking to improve and excel the customer experience their business provides. What does it cover? Hints and tips on how Gold-Vision can...

Configuring the Microsoft Outlook Integration

...for Outlook You can install and configure the Gold-Vision Add-in tool to your Outlook main ribbon. This will manually allow users to add messages to Objects in your Gold-Vision and...

Using Goldvision