Create a Lead List

...Access Mode can be set to Public, Team or Private, this can be set depending on who will require access to the leads list. Choose your Promotion Mode from Anyone...

Monitor activity

Use Recent Events to monitor activity for your team Gold-Vision records user actions in the system and these can be easily reviewed from the Recent Events list Managers can then...

Viewing & Editing Lists

...modal Info Your Administrator can change the default view columns for all users or specific teams. Using the Split Screen Users can use the Split Screen functionality to view the...

Overview (web, email, social)

You can view touch points by clicking on the View menu and then selecting Touch Points. You then have the option of filtering the view by All, My, or Team...

HTML templates

...HTML templates that you have previously used in other tools or that your design agency/team have created. From the Template library, select Upload HTML Template option and upload the relevant...

How to send an email with Connect

...double checks to make sure someone important isn’t missing from the list: Close modal Preview tab After checking your recipients, you can send yourself or other members of your team...

User Settings

Note Alerts

...you that whenever a note your account has been added.   Example 3 if you utilize contact activities for your customer support process, you can keep your customer service team...

Logs & Log Settings

...days. Tip Tip: If you encounter any issues when using Gold-Vision it can be very useful to contact our support team and also email support@gold-vision.com copies of the log files....

Configuring Loqate Address Lookup

...and Licence Key. Open the Settings menu Select Users under User & Team Administration Click on the name of a user to open them Enter Edit Mode by clicking the...