Searching and Filtering Lists

...the Gold-Vision filters that appear at the top of most lists. For text-based searches the user is presented with options such as “starts with…” or “ends with..” and for numeric...

The Basics

Using Account records

...How to Create Activities How to Create Appointments How to Create Opportunities and Quotes How to Create Profiles How to Create Projects How to Create Notes How to Create Sites...

Using Bulk Replace

...needs to be on the screen. See your Gold-Vision Administrator if the field is not on the screen and they will be able to add it for you. You can...

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...

Add to an existing source

Add to an Existing Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Go to the Actions menu, select...

Campaign activities

...and from here you are able to use all core Gold-Vision Activity functionality. When you’re in the Campaign Activity, you can create Appointments, Opportunities and Bookings – each of these...

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...

Create a quick campaign

...create a quick campaign from any Gold-Vision or lead management list: Close modal Check over your campaign and, if happy with everything, simply run it. Info When you create a...

Delay sending follow up

You can use the Delay Sending rule in a follow-up stage to delay when the next Stage is sent Example using Gold-Vision Connect You want to send a second email...