Configure Activity Page

Once you have installed your Portal, it’s now time to Configure your Activity Page. Activity pages are designed to display data from your Gold-Vision Account records, all types of Activities...

Gold-Vision On-Premise Technical Requirements

...Gate DLM automation Microsoft Shared Management Objects 2016 Microsoft System CLR Types 2016 Firewall/Proxy Allowed Addresses For installation and updates and licence registration Gold-Vision requires the following addresses to be...

Loqate Email Validation

Connecting to your ZoomInfo Account

To start syncing data you will need to connect Gold-Vision to your ZoomInfo account. Info You will need a valid ZoomInfo account with access to the Enterprise (Enrichment) APIs. Click...

Report, Calendar, Map and Flows view

Gold-Vision data can be viewed in a variety of formats in the system. From the views drop down options users can select which view is required.   Close modal List...

Pin to Home Page & Menu

...to Home Page Gold-Vision Data can be displayed in different Tabs along the top of your Home Page You can create New Tabs from the Home Page header by click...

Managing Appointments

...within Gold-Vision or within a third party calendar the attendance data will be kept in sync. Primary Appointment Actions Close modal Edit the information to update data such as Activity...

Using The Flows View

The Flows view allows users to see data (for example Projects) in a view showing cards with ‘swimming lanes’. Cards can be dragged and dropped in to different lanes. Create...

Overview (web, email, social)

...depending on your needs. There are 4 different types of touch points: Web, Email, Social, and Manual. Web Touch Points Web touch points will show you data captured through B2B...

Connect reporting

The Reporting tab on a Connect mail shot shows graphical information regarding the tracking data as well as detailed information regarding click-thrus, read dates and times. Close modal This data...