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Articles tagged "Upgrading to Gold-Vision 8" returned 356 results.
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DocuSign Integration Overview
Close modal Gold-Vision’s DocuSign integration is easy to understand, simple to use and means no more messy paperwork going unsigned or unfiled. DocuSign Integration for Gold-Vision CRM DocuSign...
Google Mapping Integration Overview
...who to visit and how and where to travel and organise events. Google Maps Integration for Gold-Vision CRM Integrating Google Maps with your CRM also enables your sales teams to...
Create An Event
...select a site on Gold-Vision for the Event Location. You may hold Events on behalf of or for an Account on your Gold-Vision database if this is the case the...
Manage Event Bookings
...defaulted to Contacts from the Customer Account Selected. You can remove the filter to select from All Contacts in Gold-Vision Leads – You can select from all Leads created in...
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...
ZoomInfo Integration Overview
...to create new Gold-Vision Accounts, Contacts and Leads by coping the URL from ZoomInfo. Benefits of using the ZoomInfo Integration Saves time – Simply paste the URL directly into Gold-Vision...
Workspaces Overview
Log in to Gold-Vision Marketing to access your Workspace. Most users will have one workspace which is linked to their Gold-Vision CRM; but if the organisation that you work for...
Easy Navigation Tips
...using a suffix or individual items using a short-code in the URL. For example, to access the Contacts list – type in con to your Gold-Vision URL: https://mycompany.goldvisioncrm/con If you...
Outlook Plugin Troubleshooting
If you are having trouble installing or viewing the Outlook plugin for Gold-Vision, please follow the guidance below. If you are looking for information on how to download and setup...
Set up your annual reporting
Use Gold-Vision to standardise your reporting for your meetings and collate charts to track progress for the business. Create widgets, tables or counts which are dynamically refreshed using the data...
