Portal

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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...

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....

Campaign overview

  From your Campaign Overview, you can easily view: Won/Lost/Open Value Profit Activities Appointments Opportunities Bookings and their progress Close modal Campaign Stage Status You can also get a snapshot...

Emails Overview

...See Brand Overview for more information on Brands. Email Types Close modal Type – Select the type required – Standard Email, Automated Email or Follow up Email. The Standard Email...

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...

Eventbrite Integration Overview

...from customer sign-ups and forms are automatically added to your Events area, so you always have a clear overview of your event and your attendees. Marketing – With Gold-Vision’s Campaign...

Loqate Email Validation Integration Overview

Close modal Gold-Vision’s integration with Loqate Email Validation allows you to increase your email delivery rates, improve your sender reputation and advance your customer communications by allowing you to verify...