Set up your annual reporting

Use Gold-Vision to standardise your reporting for your meetings and collate charts to track progress for the business. Create widgets, tables or counts which are dynamically refreshed using the data...

Discounts, Price Lists, Financial Entities

Discounts Discounts can be applied to individual products using the inline edit feature. Close modal Discount % – will automatically update Net Price Unit Price – will automatically update Discount...

Using Goldvision

Homepage

Gold-Vision CRM Get started with CRM with this simple guide. Gold-Vision Marketing All the help you need to create your first campaign with Gold-Vision Marketing. Resources Find upcoming webinars, product...

Setting up Sales Charts

Here are some examples of Sale Charts you might find useful, with steps on how to create them. Historical overview of Product Sales From Product Sales List, filter all Closed...

Creating & Using Notes

Notes can be created against any item within the Account and are used to record important Account related information. Create a Note Close modal Close modal Note Options Stick –...

Creating Activities & Reminders

Activities can be used to store details on past or future actions related to Accounts such as arranging meetings, making phone calls or recording issues. Also these can be used...

Pin to Home Page & Menu

Home Page Use your Home Page to display frequently used/ viewed Dashboards Click on the Gold-Vision logo (top left of the screen) or use the View menu. Close modal Pin...

Report, Calendar, Map and Flows view

Gold-Vision data can be viewed in a variety of formats in the system. From the views drop down options users can select which view is required.   Close modal List...

Viewing & Editing Lists

Viewing Lists Lists can be viewed by selecting an item from the View menu Close modal View Records from the List To access any records from the list click on...