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Configuring the ZoomInfo Integration
Overview ZoomInfo software provides access to contact details and company profiles which can help with lead generation. The integration enables you to update Gold-Vision Contacts and Leads from ZoomInfo with...
Campaign Settings
...Navigation for information on how to use the Search, Folder and Tag options on this list. Info See User Management to learn how to add users to your Marketing Workspace....
Tasks Overview
...Close modal A task can be linked to a Campaign, Email, Generic, Landing Page or it can be a standalone task. Info See User Management for more information on adding...
New Task
...select the Campaign, Email, Generic or Landing Page to link to. Info See User Management for more information. Info Visit General Navigation for more information on Searching and Sort options....
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...
Linking Purchased Units
This page will show you how to Link Units to Unit Product Sales in Gold-Vision and log units used for this. Prerequisites Before you go ahead and start using this...
Lead List CSV Import
The Lead List Import CSV button allows you to quickly and easily import Leads into a List. Tip Leads imported using the Import CSV button cannot be subsequently updated. You...
Using the Xero Integration
...on how the information is sent between systems. Click here to find out more about setting the integration mappings. Note you may need to refresh before the account appears Data...
Tips, Web Clips & More
...for mid-market businesses? Transform your fire protection business with Gold-Vision CRM Gold-Vision launches new partner referral program View all eBooks Seven steps to social selling success Manage your data like...
Set up your annual reporting
Use Gold-Vision to standardise your reporting for your meetings and collate charts to track progress for the business. Create widgets, tables or counts which are dynamically refreshed using the data...