Portal

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What’s New in Gold-Vision 8

...portal that updates from Gold-Vision in real-time to create a external portal for areas including Customer Support and Account Activity management. There is a range of portal templates which you...

Add Widgets to a Home Page Dashboard

...widget then Save Close modal Once added, you can click on the Ellipsis Icon to view the menu options. Close modal Clone Click Clone to make a copy of a...

Styling

To make it your own you have the ability to style the Portal to meet your brand criteria. For example: you can add a logo, change the font and colours....

Creating & Using Notes

...you have a portal set-up. The note will appear in the portal once it has been saved. Send Alert – tick this box if you would like to send an...

Web Form Integration Overview

Gold-Vision web form integration can automatically update the Lead management area in Gold-Vision with new leads. You may already have a web form on your website which captures your lead...

Create a Lead List

...see below for more information on the fields available. Close modal Tip Tip: New Lead Lists can be cloned from existing Lead Lists – this can save time when managing...

Copy/delete a campaign stage

Copy Campaign Stage Copying a Campaign Stage is great if you want to save yourself some time and get more accurate insights on month by month stats for things like...