Using Goldvision

Using stock templates in Connect

Accessing Connect To access Connect, click on the grid icon in Gold-Vision and select Connect: Close modal How to use stock templates Connect comes pre-loaded with a number of email...

Using Touch Points

Import Touch Points When a touch point is imported, Gold-Vision will see if the data matches any existing Account, Contact or Lead records. Info The touch point screen will be...

Using Privacy Actions in Gold Vision GDPR

Info Gold-Vision Administrators, having defined their GDPR policies, will be able to record a purpose against both Leads and Contacts. This purpose will outline the lawful basis and retention period...

Using the Eventbrite Integration

Import Events into Gold-Vision Once you are successfully authenticated and integrated with Eventbrite, you can start importing your Eventbrite Events into Gold-Vision. Add the Eventbrite Imports Menu: Close modal Click...

Using the Generic Phone Integration

Introduction The Generic Phone integration allows users to dial numbers from directly within Gold-Vision by simply clicking on them. The Generic Phone integration is intended to be used with HTTP-based...

Using Loqate Address Lookup

Postcode Lookup Postcode look-ups can be set-up as an automated link from your Gold-Vision which is updated every day from Royal Mail’s Postcode Address File (PAF®). Click here to sign...

Using SharePoint Online Integration

Introduction Gold-Vision document storage allows users to view and store documents in an external repository. The Sharepoint Online integration allows for your Gold-Vision documents to be stored in a Sharepoint...

Using Google Mapping

Introduction Gold-Vision’s Google Maps integration allows users to visualise their CRM data in an entirely new way. Customer, supplier and prospect records can now be displayed through an interactive map...

Using the Microsoft Dynamics NAV Integration

Push a Gold-Vision Account to Dynamics NAV You can define the trigger by which an account can be sent to Dynamics NAV as a Customer or Vendor. In the example...