Manage your Sales Team Introduction

...effectively Drill down with one click for full opportunity details: who’s involved, recent emails, where the opportunity came from and what’s happening next Click here to find out more.  ...

Easy Navigation Tips

...when the start date is reached (and they’ve not been completed). Alerts are your reminders and you can also see Emails and Appointments. Close modal Tip Tip: You can quickly...

Managing Appointments

...may be added. Notes are then visible under the Correspondence section. Click here to find out more about Notes. Use document templates to send a letter or an email. More...

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...

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...