January 2024
Product Enhancements
Introducing ZoomInfo Integration
ZoomInfo software provides access to contact information and company profiles.
Our new ZoomInfo integration enables you to update Gold-Vision Account, Contact and Leads from ZoomInfo with one click.
Seminar Booking Alerts
- You can create a email alert to email a booking contact when confirmed.
Multi Select Delete
- You can use the multi-select option to bulk delete emails from the email list view.
Lead List View
- Lead lists opened from a Lead List view load into their own list and the fields can be added to reports.
Price Lists
- Settings – Price Lists – open a list select Actions ‘Add Price’ you can now add a Product UD field to the selector.
Updates
Reports
- Gauge charts now display target values exceeding 100,000,000.
- Opportunity widgets can be created with a Margin Percentage range between two parameters.
Opportunity Sales List
- Opportunity user defined drop values display data in the Sales list.
Project Site Selector
- You can select sites on Projects and Project Activities.
