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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
Page 26 of 42
Using Google Mapping
Introduction Gold-Vision’s Google Maps integration allows users to visualise their CRM data in an entirely new way. Customer, supplier and prospect records can now be displayed through an interactive map...
Custom Integrations Overview
...integrations that facilitate: Automatic text-message sending when a category in Gold-Vision is edited Custom booking system integration enabling booking and resource data to be pulled into CRM Two-way integration with...
The Home Page
Home Page The Gold-Vision home page gives you immediate access to your Activities, Appointments and your company Notice Board, alongside your Dashboards. Close modal You can access your home...
Configure Secure Fields
The Secure Field option in Gold-Vision is provided to add a layer of security to the information held in the field. The information entered in this type of field is...
Apache Log4j
...you host your own Gold-Vision CRM software then we would recommend that you check your own environment. Info To be clear, Gold-Vision CRM is NOT affected by the Log4J Vulnerability....
Merge Fields
...subscription to Gold-Vision Marketing has 3 tiers; Starter, Plus and Ultimate. If you need to use your own Merge Fields then contact Gold-Vision support to enquire about upgrading your subscription....
Landing Pages Overview
...to Gold-Vision Marketing has 3 tiers; Starter, Plus and Ultimate. If you need more Landing Pages then contact Gold-Vision Support to enquire about upgrading your subscription. You will then need...
Automated Email
In Gold-Vision Marketing you can create Automated Email which can be sent after an email recipient has engaged with an earlier email, perhaps by opening the email. From the Emails...
Overview (web, email, social)
...record website visits as well as single pages/bounces. Email Touch Points Email touch points will display data captured through Gold-Vision Connect. Touch points will be recorded when someone clicks a...
Using stock templates in Connect
Accessing Connect To access Connect, click on the grid icon in Gold-Vision and select Connect: Close modal How to use stock templates Connect comes pre-loaded with a number of email...
