Campaigns & Connect

Creating a Project

...Project and other records. Tip Tip: Adding the Project Reference Number to the Project Summary can be useful for automatically enabling email tracking against the Project. Project References can be...

Introduction to Projects

...different predefined Stages, Documents, Appointments, Correspondence (Emails and Notes), Photo Gallery, Links and Time. Close modal To facilitate the management of a Project, automated workflows can also be designed for...

Configure your Lead Screens

...Name Last Name Contact Phone Mobile Email Adding Fields Additional fields can be added to the screen, including the fields on your cvs file and new user defined fields. Fields...

Lead Management Settings

...modal Info Checking Invalidate Lead emails already in Gold-Vision will flag any Leads as duplicate if the are also in Gold-Vision. This makes them invalid when added to a Campaign...

Touch Point Rules

...a linked OnMonitoring or Lead Forensics account If you plan to track your email marketing you need a Gold-Vision Connect account If you wish to use Touch Point categories these...

User Language Labels

...re-import. Simply save your file once the language labels are amended for re-import. To import the file back into Gold-Vision use the Import button. You will receive an email confirming...

User Settings

Automatically creating Project Activities

...project activity is created. Adding an additional action of an alert to send an email to the owner of an activity when its created, will ensure that the colleague is...

Importing your data

...name for your import and click to preview the data before import Close modal Info On completion of the import an Import Report will be emailed to you with a...