Using Events

Who is it aimed at? Anyone who is managing Events in Gold-Vision What does it cover? During this webinar we will cover how to create and manage Events in Gold-Vision...

Modern Authentication Overview

Gold-Vision 8 supports Modern Authentication (OAuth 2.0) for Mail Tracking and Calendar Synchronisation. Basic Authentication Vs Modern Authentication Companies that use Active Directory for identity management have relied on Basic...

ZoomInfo

Configuring the ZoomInfo Integration

Overview ZoomInfo software provides access to contact details and company profiles which can help with lead generation. The integration enables you to update Gold-Vision Contacts and Leads from ZoomInfo with...

Campaign Settings

...Navigation for information on how to use the Search, Folder and Tag options on this list. Info See User Management to learn how to add users to your Marketing Workspace....

Tasks Overview

...Close modal A task can be linked to a Campaign, Email, Generic, Landing Page or it can be a standalone task. Info See User Management for more information on adding...

New Task

...select the Campaign, Email, Generic or Landing Page to link to. Info See User Management for more information. Info Visit General Navigation for more information on Searching and Sort options....

Using the Xero Integration

...on how the information is sent between systems. Click here to find out more about setting the integration mappings. Note you may need to refresh before the account appears Data...

Tips, Web Clips & More

...Better understand the B2B buyer’s journey for effective lead nurturing Gold-Vision certified with ISO 27001 & Cyber Essentials View all eBooks Seven steps to social selling success Manage your data...

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...