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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
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Add Web External Items to Dashboards
Close modal Gold-Vision has the power to add Web External Items to your Dashboards. This can be useful to link either useful web content or reporting from a Third Party...
Workspace Information
Here you can find information about your Gold-Vision Marketing licence details. Close modal Info A subscription to Gold-Vision Marketing has 3 tiers; Starter, Plus and Ultimate. If you need more...
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Managing Activities
...Activity to another Gold-Vision item from the link button Close modal Email from an Activity Email the Contact by clicking on the Activity Contact’s email address Creating new items from...
How to use follow up rules
...or to a team. Close modal Tip Where the Owner is set to a specific team, Gold-Vision will allocate the activities to individuals within the team equally From the Activities...
User Roles
Adding A Member To A Gold-Vision Item For any item you have the option to create a Team and allocate roles for your team members, these can be set up...
Team Management
Team Management Before you can set up your Users you will need to set up your User Teams, these can be done within Teams in the Settings area. Gold-Vision has...
Creating Home Page Dashboards
...you can then Edit to view and update the Widget settings. How to access Click on the Gold-Vision logo (top left of the screen) or select the View menu and...
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...
