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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
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Creating Activities & Reminders
...when the due date/ time is reached. Include on Calendar – tick this box if you would like the activity to be added to your Gold-Vision Calendar Owner – Your...
Updates
...as not required. General Users have the ability to navigate to Gold-Vision record from the Map View The ‘’Show on Account Manager List’’ checkbox field on User Profile behaves correctly...
Intro to Lead Management
With Gold-Vision’s Lead Management Tool you can capture, de-duplicate, score, qualify and allocate your leads with ease. Use the tool to manage your leads separately from your main Gold-Vision data....
How to send an email with Connect
...marketing efficiency and deliverability. See more information about: Gold-Vision Connect Whitelisting and the IP address range which Gold-Vision Connect uses. Applying a template to your mail shot When you have...
Campaign Introduction
...Gold-Vision and Lead Management data. In Gold-Vision campaigns you can also build source lists for use with Outlook email, phone, letter, SMS, Gold-Vision Connect or Export to a csv file...
Office 365 Contact Sync Integration Overview
Close modal Gold-Vision’s 365 Contact Synchronisation (O365 Contact Sync) can provide the ability to synchronise contacts from within Gold-Vision to your individual O365 account or enable import of Contacts...
Connect Email Design Tool Changes 2023
Connect’s new drag and drop tool will be replacing the previous version, with a retirement date currently scheduled for 31st July 2023. Why is this happening? The third-party tool that...
Personalise emails with data tags
Connect is fully integrated with Gold-Vision, making it simple and easy to use data from within your CRM to personalise emails with data tags. Personalise Connect Templates To include a...
