ZoomInfo Integration Overview

Close modal   ZoomInfo software provides access to valid contact information and company profiles. It can also help find leads based on your unique criteria settings. The integration enables you...

Configuring LiveChat Integration

...your LiveChat, and create new Gold-Vision records from your chats. Create new Contacts or Leads from unknown visitors. Link your web chat conversations with Gold-Vision to create a full picture...

Using Events

...does it cover? During this webinar we will cover how to create and manage Events in Gold-Vision along with adding Products, multi-event bookings, event marketing, delegate lists and Eventbrite integration....

Eventbrite Integration

Outlook Plugin Troubleshooting

...Start Right click Outlook Select More > Run as Administrator Review the Windows Event Logs Check the Windows Application event logs for signs of issues. Information from the event viewer...

Updating an Import

There might be occasions when you need to update your Lead import. For example the data might have been cleansed/updated or you have some additional Leads from the same source....

Facebook Integration Overview

...your followers When integrated with Facebook, your CRM can effortlessly allocate touch point scores to accounts, contacts, suppliers, leads and prospects. All of this helps you to understand and measure...

Gold-Vision 8 Upgrade Planning

...create a new leads list Notes created in Gold-Vision 8 will display with html tags in Gold-Vision 7 (Gold-Vision 8 allows rich text leads management notes, which are not supported...

Adding & Viewing Engagement Scores

...As events are summed it will require more positive or negative events to push a score away from the default of 5. 0-1: Very negative 2-4: Negative 5-6: Neutral 7-8:...

Import Contacts from Office 365 into Gold-Vision

...address 1 The following fields must be available for Leads to be imported: First name Last name Email address 1 Company Name You can update the contacts individually by using...