Personalise emails with data tags

Connect is fully integrated with Gold-Vision, making it simple and easy to use data from within your CRM to personalise emails with data tags. Personalise Connect Templates To include a...

Touch point automation

Use Touch Point Automation With touch point automation, you can automate your alerting based on touch points for any Gold-Vision account, contact or lead. You can then use this information...

Configuring Time

To configure Time, Administrator users will have to define the working day hours in the Settings area and Screen Design the Time section onto the required Gold-Vision Records This video...

Calendar Synchronisation

Calendar Synchronisation allows appointments created in Gold-Vision to be synchronised with an external calendar system and for appointments created in an external calendar system to be brought synchronised into Gold-Vision....

Changing The Name Of An Item

...Tip Tip: It can be useful to amend item names to reflect your business to assist with user engagement. Gold-Vision can be tailored to reflect your business language and processes....

Configure your Lead Screens

...mapped to Gold-Vision fields so when the Lead is promoted the data will appear in Gold-Vision. Fields can be Promoted to Accounts, Contacts, Account Activities, Projects and Opportunities Close modal...

Default Language

...can add additional Languages. Info You will need to export the labels to CSV, translate the labels and then re-import the CSV file back into Gold-Vision. Close modal User Language...

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 Access Options

...Access Rights When a user’s team does not have access to a particular item type, all icons and menus to that item type will “disappear” from the Gold-Vision user interface....

Data