Configure Alerts Introduction

Alerting is designed to integrate Gold-Vision more closely with your business process and work flow. The Alerting module allows Gold-Vision to automate their business process using predefined criteria via Conditions...

Importing your Leads

...begin. Close modal What Next? Configure the Lead Screen Configure your Lead Screen using the Screen Designer. Lead List Settings From the View menu → Lead Lists → Select the...

Introduction to Importing Leads

...that data may be incomplete and requiring qualification prior to inclusion in to Gold-Vision. Using the Gold-Vision Import tool you can import the Leads, keeping them separate from your mail...

Currencies

...modal Info When using Products and Quotes with foreign currencies, Gold-Vision will automatically exchange the base price for the foreign currency equivalent. Whilst convenient, this does not always result in...

Price Lists

...can be added by using the New Icon. Close modal Info When creating a new Price List you will need to include a Parent Currency. To find out how to...

Products

...Product Group before you can create Products, see ‘Product Groups’ for how to do this. Using the + Icon you can add new Products. Close modal Info Fields can be...

Gold-Vision API

Importing a Collection

...examples to use with your Gold-Vision Close modal 3. From here you can edit the collection and replace the information mentioned earlier and start using the Gold-Vision API. Close modal...

Configuring the Lead Forensics Integration

...Gold-Vision, score it using touch point scoring and create follow up activities or opportunities for your users in Gold-Vision. Enable Lead Forensics Integration 1. To enable the integration you must...

Configure Secure Fields

...how to use Secure Fields, visit the Using Secure Fields page. Note Once a secure field has been created, it cannot be changed to a non-secure field. An existing field...