Lead Scoring

...specific page on your web site they will accumulate Touch Points. Filter the list data and assign high-scoring leads to sales teams. Connect Create scores based on interactions with your...

How To Setup Sales Target

Gold-Vision gives you the ability to setup your own Sales Targets which is a great way to keep your Sales Teams focused and provide an overview on how your business...

Marketing automation introduction

...marketing teams, allowing them to generate more Leads and produce more sales! Close modal Info Marketing Automation is available as an add-on module and costs £295 per month. This includes...

Managing Appointments

...as attendees. For example – the Primary Contact. Invite Attendees Close modal Attendees can be added to the appointment when in Edit mode. Attendees can be Users, contacts or Teams...

Viewing & Editing Lists

...modal Info Your Administrator can change the default view columns for all users or specific teams. Using the Split Screen Users can use the Split Screen functionality to view the...

Product News

...functionality. April 2023 Introducing Dashboard Management which enables users to edit, duplicate and share dashboards with your teams an users, together with updates including an option to copy quotes multiple...

User Settings