Campaign overview

  From your Campaign Overview, you can easily view: Won/Lost/Open Value Profit Activities Appointments Opportunities Bookings and their progress Close modal Campaign Stage Status You can also get a snapshot...

Connect reporting

...to the activity for a follow-up call. From these activities the sales team may create either Opportunities, Appointments or Event bookings to track ROI from the initial email. Close modal...

Setting up a service account for Office 365 & Exchange

Please note: For information on configuring with Modern Authentication, please click here. Introduction Gold-Vision automatically tracks email (and synchronises Tasks, Appointments and Contacts from MS Exchange) by using a service...

Introduction to Projects

...different predefined Stages, Documents, Appointments, Correspondence (Emails and Notes), Photo Gallery, Links and Time. Close modal To facilitate the management of a Project, automated workflows can also be designed for...

Creating A Target Chart

...Sales, Leads, Appointments and Activities or Product Group targets. Info Targets can be set in the Settings area. You need to be an Admin to complete this task. Close modal...

Critical Fields

...site Contacts -First name and Business site Project activities – Project summary Opportunity activities – Opportunity summary Contact activities – Contact Quotes – Opportunity summary Appointments -Primary site Do Critical...

The Basics