Creating Appointments

Create a New Appointment Appointments can be created from the New Menu or from the Plus Menu against Account, Contact, Activity, Opportunity and Project records: Close modal Or users can...

Brand Overview

...Info A subscription to Gold-Vision Marketing has 3 tiers; Free, Starter and Plus. If you need more than one brand then contact Gold-Vision support to enquire about upgrading your subscription....

The Basics

Using Bulk Replace

...Tip: Lists within Accounts, Contacts, Events, Opportunities, Quotes and Activities can be bulk-replaced. Multi Select – Bulk Update You can multi-select lines to bulk replace field data for those selected...

Using Sites

...a different Site: Info Other than for Account and Contact Records Administrators will have to add the Site field on the screen design of the required item. To find out...

Add/exclude recipients to a stage

...certain customer has requested that their finance team no longer receives them. You have already created an exclusion source list containing every contact from that company that is in their...

Add to an existing source

Add to an Existing Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Go to the Actions menu, select...

Automated Connect campaign

...list. Send to new recipients only – tick this box if you want to ensure that only new contacts added to your campaign source will receive the mail shot. Once...

Create a campaign source

...a Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Then go to the Actions menu, select Campaign, then...

Lead capture

...a set of pages that you’ve identified as key. The best time to contact a lead is when they have already decided to spend time looking at your company. Imagine...