Using Gold-Vision


Using Appointments to manage diaries

Keep on top of your Sales by managing your diary through Gold-Vision

Configure Appointments to record the following information: Appointment type, Outcomes, Follow up, Meeting notes, Reports.

Set Appointment types

Allows users to see all Sales Appointments by type


Appointment Type options can be changed in the Settings area.

Set Appointment Outcomes

Create reports to measure the the outcomes of your sales meeting by using the Outcome drop down field:


Appointment Outcome options can be changed in the Settings area.

Filter Apointments

View Team’s appointments and also filter by Appointment type
  • Use the Highlight drop down to filter by Owner or Appointment type
  • Use the view menu to view all appointments for your team or for yourself

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