Capture, Manage & Nurture Exhibition Leads

Lead lists can be created for various sources. In order to track lead conversion from specific sources it can be useful to setup multiple lists to capture where your leads...

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...

Standardise documentation

Create Proposal documents Create personalised proposals to send out to your customers By clicking on the Template Icon, the Generate Document Screen will appear. Here you will be able to...

Creating & Editing Sites

By default when a new Account is created and the Primary Address is completed by the user, Gold-Vision will automatically create a Site record in the background. Close modal Note...

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...