How to manage campaign sources

A guide on how to manage campaign sources in Gold-Vision 8....

Automate the sales process

Use Gold-Vision Alerts to Automate the process Create automatic follow up activities for Opportunities In this example – when an Opportunity for New Sales is created, an activity to schedule...

Manage your monthly sales meetings

Using Gold-Vision for your Sales Meetings saves time when preparing for the meeting, no need for everyone to produce spreadsheets and send them to you prior to the meeting. Sales...

Monitor activity

Use Recent Events to monitor activity for your team Gold-Vision records user actions in the system and these can be easily reviewed from the Recent Events list Managers can then...

Sales

Standardise documentation

...Adobe Sign Generate your Proposal/ Quote documents in Gold-Vision then send them to your click via Adobe Sign for online signature. Visit our Adobe Sign Page to find out more...

Using Appointments to manage diaries

Keep on top of your Sales by managing your diary through Gold-Vision Configure Appointments to record the following information: Appointment type, Outcomes, Follow up, Meeting notes, Reports. Set Appointment types...

Report, Calendar, Map and Flows view

Gold-Vision data can be viewed in a variety of formats in the system. From the views drop down options users can select which view is required.   Close modal List...

Bulk Document Production

Users can generate documents in bulk from most Gold-Vision lists where the item can already be used to generate documents from a template. The advantage of this functionality is that...

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...