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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...
How to create a follow up stage
A guide on how to create a follow-up stage to a campaign in Gold-Vision 8...
Tips, Web Clips & More
...Stories Cokebusters USA ATM Ltd View all Web Clips An introduction to Gold-Vision 8 Gold-Vision 8 screen design Configuring time How to create a new campaign How to create a...
Creating Activities & Reminders
...to record tasks that relate to a specific Contact, Opportunity, Project, or Campaign. Create Activities from New Menu Go to New Menu than select the type of activity you want...
Categorise Your Data
...to select multiple Categories to filter on from a list. Close modal Tip Tip: Category filtering can be particularly useful when building campaign lists when you are trying to segment...
Configuring Sites
...Quote, Project, Profile, Campaign, Event, Event Session and all Activities Go to Settings > Screen Designer then choose the item you want to add the Site field on. Select the...
Creating A Document
Gold-Vision can generate Word documents from almost any item by using predefined Word Templates (.dot) files. Templates are also used when running letter-based mail campaigns. The template file may contain...
Introduction to Sites
...Contact Opportunity Quote Project Profile Activity (Account, Contact, Opportunity & Project) Campaign Event Event Session The address details for Gold-Vision records are now held in the Site record. Users can...
Undelete Records
Records which have been deleted can be undeleted in the Data Management area of the Settings area Close modal Info Campaigns and Leads can not be undeleted....
Using Account records
...Categories can be recorded against: Contacts, Activities, Appointment, Opportunities, Quotes, Profiles, Projects, Events, Campaigns and Emails. To find out more about using categories visit the Categorise Your Data page. ...
