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Eventbrite Integration Overview
...focus on other tasks. 4 Key Benefits of our Eventbrite Integration Automation – Eventbrite feeds into your Gold-Visions CRM system to reduce the amount of manual processes. Data and information...
Exchequer Integration Overview
...customer data such as addresses and quote/order information. Reduce user access to Exchequer – If your users can access the information they need within Gold-Vision there is a lesser requirement...
Office 365 Contact Sync Integration Overview
...from O365. Office 365 Contact Sync Integration for Gold-Vision CRM This integration with Office 365 allows users to synchronise contacts across platforms. The following data that is present in...
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...
Administration
User Settings Design Data Global Settings Alerting & Workflow Products, Tax, Currencies Diagnostics & Troubleshooting Gold-Vision API Not sure what to do? Our support team is ready to help Raise...
Create Event Sessions
Create Event Sessions Sessions can be added to Events, for example a training day with workshops/speakers, from the New Icon menu shown below. A Session can help to track who...
Create a Delegate List
Create Event Sessions Sessions can be added to Events, for example a training day with workshops/speakers, from the New Icon menu shown below. A Session can help to track who...
Event Overview
...your Event marketing from Event awareness and Invitations to post Event follow up and track responses and click through data. Our section on Event Marketing will take you through how...
Event Marketing
...Connect. Manage your Event marketing from Event awareness and Invitations to post Event follow up and track responses and click through data. Our section on Event Marketing will take you...
