Product News

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.




  • 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.

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