How To Setup Product Group Targets

...then enter a Target Value. You will also need to select a Product Group.   Close modal Info Product Groups can be set up in Admin Settings under Project Management,...

Lead Scoring

Why use Lead Scoring Combine Touch Points with Lead Management to create a marketing lead scoring system resulting in fully qualified leads. It’s a great way to work out which...

Single Sign On

...enhanced security. Improve password management. Assists with Regulatory Compliance. How to register for Single Sign On   To prepare for this, users need do the following Go to https://uk.gold-vision.me/ Click...

User Configuration

...to certain areas such as Lead Management and Touch Points. If you need the users to be available on lists, such as Account Manger, or to invite to an appointment,...

What Is GDPR? Including Best Practice

...Assessments (DPIA) will become mandatory for certain circumstances. Privacy impact assessments can become part of your existing risk or project management workflow. Further information is available in the ICO’s guide...

Import TPS (Telephone Preference Service ) Data

...included in on the TPS list ensure this is a text file and only includes one column with the phone numbers. Go to Settings and under Data Management click on...

Downloading the Import Tool

Importing Leads uses the same import tool as importing data in to Gold-Vision. See Downloading the Data Import Tool for more information. Info You will need to be a Gold-Vision...

Note Alerts

...management processes. Close modal When a note is added to the Account, the Last Note Date field is updated Close modal Example 1 An example as to when note alerts...

Products, Tax, Currencies

Product Groups

...Product Groups to allow for better management of the product catalogue, especially when used for quoting. New Product Groups can be set up in the Settings area under Product Groups....