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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.

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Configuring Custom Integrations

...when a category in Gold-Vision is edited Custom booking system integration enabling booking and resource data to be pulled into CRM Two-way integration with an industry-specific financial system, maintaining the...

Configuring Google Mapping

...number of credits required. For more information on subscription options and how to install Google Mapping Integration please contact us on sales@gold-vision.com.   Enable Access Users who need access to...

How to add sections

Learn how to set-up sales targets and dashboards with Gold-Vision CRM...

Introduction to Marketing

Who is it aimed at? Gold-Vision Marketing users. What does it cover? This webinar has been designed to provide an ‘Introduction for Marketing Users’. We will explain how to create...

Administration

User Settings Design Data Global Settings Alerting & Workflow Products, Tax, Currencies Diagnostics & Troubleshooting Gold-Vision API Not sure what to do? Our support team is ready to help Raise...

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...

Configuring Loqate Email Validation

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...

Follow up Email

In Gold-Vision Marketing you can create Follow up Email which can be sent after an email recipient has engaged with an earlier email, perhaps by opening the email. From the...

Email Automation

...Bounced email. These scores pass back into the CRM into the Engagement Scores section against Contacts and Accounts. Info Read more about Engagement Scores in Gold-Vision CRM. There are two...

Manage your Sales Team Introduction

...effectively Drill down with one click for full opportunity details: who’s involved, recent emails, where the opportunity came from and what’s happening next Click here to find out more.  ...