Creating a Quick Quote

Create a Quick Quote from the New menu This is used in circumstances where the Quote needs to be generated quickly. A parent Opportunity is generated automatically by Gold-Vision so...

Managing Opportunities

...records and other Gold-Vision items can be done by clicking the links icon. Click here to find out more about Links.   Close modal Creating document templates from an Opportunity...

Categorise Your Data

Data can be tagged in Gold-Vision using Categories. Info Categories can be set up in Screen Design. You need to be an Admin to complete this task. To update Categories...

Gallery

...or upload the files against the Gold-Vision record.   Close modal Click here to find out how you can Screen Design the Gallery Section on the Gold-Vision records screen.  ...

Managing Duplicate Data

There are several ways to keep your data clean in Gold-Vision. Click to watch our web clip to see how to manage duplicate data: Duplicate Checking When adding or amending...

Mobile Device Access

Gold-Vision 8 is fully mobile responsive When accessing the product on a mobile or tablet device the view will scale down accordingly and provide a collapsed version of the information...

Managing unsubscribes

Viewing Unsubscribers in Gold-Vision If a contact unsubscribes from a Gold-Vision Connect mail shot, then their Contact record will be automatically updated. You will notice on their contact record that...

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...

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...

Data