Managing your Leads

...to Promote it to your main Gold-Vision database where it becomes an Account and Contact. Close modal You will have option to create new records (e.g. Account, Contact, Opportunities and...

Creating A Document

...Gold-Vision “tags”, which are substituted with the corresponding item data . Create a Document from Template By clicking on the Template Icon, the Generate Document Screen will appear. Here you...

Linking Items

Linking Items Sometimes it is useful to show relationships between items in Gold-Vision. For example a Contact maybe employed by one organisation, but they are working as a contractor for...

Managing Activities

The Activity main menu enables users to perform different actions to the Activity record Close modal Edit Activities   Close modal Close modal The information to update data such as...

Merging Accounts Or Contacts

Accounts and Contacts can be merged in the Settings area within Data Management and select either Merge Accounts or Merge Contacts. Merge two Accounts or Contacts (a Source and a...

Searching and Filtering Lists

...and also excluding (&&!) Birmingham. COMPLEX SEARCHES Example: s[ht] – returns any results where the data in the column begins ‘sh’ or ‘st’ NUMERIC SEARCHES > greater than >= greater than or equal to...

The Basics

Undelete Records

Records which have been deleted can be undeleted in the Data Management area of the Settings area Close modal Info Campaigns and Leads can not be undeleted....

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...

Create a campaign source

Campaign Sources are flexible, reusable lists that can be created for use with Gold-Vision Connect, mail merges or to simply export the data to a CSV file. Close modal Creating...