Touch Point Rules

...we want to create a Lead so this box is ticked. Close modal Linking When a Touch Point is imported Gold-Vision will try to match the data against Contacts, Accounts...

Email Recipients

Click on the Add Recipients button, to include the recipients who will receive this email. Close modal Click on the Add Data Source button and this will open all data...

Automation Overview

    Info Email reacts to data changes. This button controls how the email behaves for send based on whether the data source that you have used for your recipients...

How we keep Gold-Vision secure – insights from our Infrastructure Team

Webinar Description Security and reliability are at the core of Gold-Vision CRM. But how do we ensure your data stays protected, your system remains resilient, and your business can operate...

Sage 200 Integration Overview

Close modal   Gold-Vision’s integration with Sage 200 allows you to connect your business processes and synchronise your accounting data. This integration saves you time by eliminating the need to...

Configure Secure Fields

...stored in the database with encryption so that the data cannot be viewed if inappropriate database access were to occur. Add a Secure Field To add a new Secure Field,...

Duplicate Scoring

Lead Management has some advanced deduplication facilities, and checks incoming data for duplication within the imported list, between imports and in Gold-Vision. When duplicates are found, two fields are calculated....

Create a campaign source

Campaign Sources are flexible, reusable lists that can be created for use with Gold-Vision Connect, mail merges or to simply export the data to a CSV file. Close modal Creating...

Campaigns & Connect

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...