How to send an email with Connect

...marketing efficiency and deliverability. See more information about: Gold-Vision Connect Whitelisting and the IP address range which Gold-Vision Connect uses. Applying a template to your mail shot When you have...

Lead capture

...modules for automated lead capture: Marketing Automation, Lead Management, Touch Points, web tracking, alerting How to set up Lead Capture Step 1 Set up your web tracking touch points in...

Touch Points introduction

...Gold-Vision touch points with the lead management module to create a comprehensive marketing lead scoring system, resulting in fully qualified leads. Alerting can then assign these to sales automatically if...

Product News

...and Marketing. November 2025 The release includes SMS Integration, Unleashed Authentication for Fuse, Calendar Sync improvements and bug fixes. September 2025 The release includes enhancements and bug fixes. July 2025...

Campaigns & Connect

Homepage

...clips and more. Product Feature Portal Have your say about what we develop next for Gold-Vision CRM and Marketing! Knowledge Hub Courses Close modal Getting Started Get started on your...

Capture, Manage & Nurture Exhibition Leads

...Gold-Vision’s Marketing Automation, you may set this up to send an Email every 30 minutes to leads captured. To setup your campaign in advance, create a Campaign from your Lead...

Creating An Opportunity

...find out how to setup multi currency in Gold-Vision   Source This shows where the sale has come from e.g. Exhibition, Marketing, Organic Enquiry etc. Source options can be changed...

Intro to Lead Management

...them to a Lead Nurture series of emails. Marketing Automation makes this very easy and hassle free. Lead Reporting – View lead progress using Gold-Vision dashboards. Improve lead measurement and...

Categorise Your Data

...filter on from a list. Close modal Tip Tip: Category filtering can be particularly useful when building campaign lists when you are trying to segment your data for marketing purposes....