Creating Home Page Dashboards

...you can then Edit to view and update the Widget settings. How to access Click on the Gold-Vision logo (top left of the screen) or select the View menu and...

Disabling & Deleting Users

...and amend the User Level to Disabled. Close modal Tip Tip: Before deleting a user, we recommend initially setting them as disabled. This will stop them accessing Gold-Vision but allows...

Introduction to e-mail Campaigns

Who is it aimed at? All Gold-Vision users, specifically marketing users. What does it cover? Learn how to segment your data and create campaign sources and add recipients to your...

Configuring the ZoomInfo Integration

Overview ZoomInfo software provides access to contact details and company profiles which can help with lead generation. The integration enables you to update Gold-Vision Contacts and Leads from ZoomInfo with...

Using the ZoomInfo Integration

In Gold-Vision when creating a new Account, Contact or Lead you can click the What’s Next prompt to import the data from ZoomInfo. Close modal You will then get a...

Marketing

Email Merge Fields

You may also choose to add in ‘Merge fields’ which would then pull that value from your Gold-Vision. E.g., a recipient’s name or an order date, customer reference number or...

Create Data Source

...for the run of the email; as the contact being added to the Data Source in Gold-Vision CRM will automatically trigger the immediate send of the Automated Email.   Info...

General

...‘show all brands on contact preferences’ option controls whether all brands from Marketing are shown in the Marketing Preferences screen section against your Contacts in Gold-Vision CRM.   Close modal...

Sales Targets & Analysis

Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...