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Articles tagged "portal_overview" returned 108 results.
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Sage 200 Integration Overview
Close modal Gold-Vision’s integration with Sage 200 allows you to connect your business processes and synchronise your accounting data. This integration saves you time by eliminating the need to...
Sage 50 Integration Overview
Close modal With the Sage 50 integration, you can synchronise your customers, suppliers, products, and transaction history with Gold-Vision. Your accounts’ key financial status becomes available within CRM. The...
Xero Integration Overview
Close modal Explore features like invoicing, payroll, reporting and more, where you can manage your numbers effortlessly and accurately with the Gold-Vision Xero integration. Xero Integration for Gold-Vision...
Event Overview
Event, Session and Booking Management Gold-Vision offers streamlined bookings and workflow management with Events. Events can be used for Conferences, training, webinars and much more. Setup simple Events, multi-session events...
Facebook Integration Overview
Close modal Integrating Gold-Vision CRM with Facebook allows you to turn your engagements into a valuable sales and lead generation source. If you are new to Facebook, sign up...
Modern Authentication Overview
Gold-Vision 8 supports Modern Authentication (OAuth 2.0) for Mail Tracking and Calendar Synchronisation. Basic Authentication Vs Modern Authentication Companies that use Active Directory for identity management have relied on Basic...
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...
Workspaces Overview
Log in to Gold-Vision Marketing to access your Workspace. Most users will have one workspace which is linked to their Gold-Vision CRM; but if the organisation that you work for...
Campaigns Overview
Campaigns are the area where you set up the Emails, Landing Pages or other Elements of your planned marketing activity. View Campaigns Access the Campaigns list using the icon on...
Data Sources Overview
Data Sources replace Campaign Sources for Marketing but work in a similar way to campaign sources, e.g. you can filter to a group of contacts, accounts, profiles or other object...
