Monitor activity

Use Recent Events to monitor activity for your team Gold-Vision records user actions in the system and these can be easily reviewed from the Recent Events list Managers can then...

Sales

Standardise documentation

...Adobe Sign Generate your Proposal/ Quote documents in Gold-Vision then send them to your click via Adobe Sign for online signature. Visit our Adobe Sign Page to find out more...

Using Appointments to manage diaries

Keep on top of your Sales by managing your diary through Gold-Vision Configure Appointments to record the following information: Appointment type, Outcomes, Follow up, Meeting notes, Reports. Set Appointment types...

Bulk Document Production

Users can generate documents in bulk from most Gold-Vision lists where the item can already be used to generate documents from a template. The advantage of this functionality is that...

The Basics

Add to an existing source

Add to an Existing Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Go to the Actions menu, select...

Campaign activities

...and from here you are able to use all core Gold-Vision Activity functionality. When you’re in the Campaign Activity, you can create Appointments, Opportunities and Bookings – each of these...

Letter Campaigns

...Letter Campaigns and create templates you will need to have access to the templates folder. We suggest the following: Search for the “Gold-Vision” account and open the record, go to...

Campaigns & Connect