Configure QuickBooks Online integration

Configure QuickBooks Online integration An Administrator user will need to configure each required module for the integration, the modules available are below: Real-time Modules – which send information from Gold-Vision...

Manage your Sales Team Introduction

Pipeline management Set performance targets for your entire organisation, per team or per person. The Opportunities module provides a central hub for quotes and activities, allowing you to work more...

The Basics

Web Form Integration

Lead management can enable the capture of leads into Gold-Vision. You may already have a web form on your website which captures your lead data. Now you can use our...

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...

Enable Portal Access

...button Close modal Then assign the Portal Group and Roles and click Save. Close modal Tip For more information about Role Management please visit Role Management If you want to...

Introduction to Importing Leads

The Lead Management module provides an ideal environment for working on data outside of the main Gold-Vision system. For example, you may wish to keep a number of lists for...

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...

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...

Importing your Leads

Files can be imported into Lead Management in separated text formats such as CSV or tab delimited. Lead imports are performed in a similar way to standard Gold-Vision imports. Leads...