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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
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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...
Calendar Settings for Office 365
...Appointments if you want appointments created in Outlook to be imported to Gold-Vision, otherwise leave this unchecked. 7. Select Fetch Calendars 8. Select the calendar you want, usually there is...
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...
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...
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...
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...
