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What’s New in Gold-Vision 8
...hand. Simple by design Powerful CRM systems don’t have to be complicated, and Gold-Vision 8 is proof of this. Every aspect has been designed to be easy-to-use without sacrificing functionality....
Capture, Manage & Nurture Exhibition Leads
...Area Each Lead list has it’s own Screen Design, you may have a specific design for Exhibitions or simply want to add key fields on the screen for a particular...
Building your Template
To start building your template, click on the first block you want to use from the Content or Rows menu on right, drag it over to the design space and...
How to send an email with Connect
...My Mail Shots. Once the mail shot has opened, you can load a template you have been working on by selecting Apply template or copy another design, and choosing the...
Using stock templates in Connect
...Drag & Drop to open the design space. Select ‘Click here to copy to another design’ and select the Stock Templates tab. Here you will see the library of stock...
Landing Page Forms
Landing pages can contain forms, the data from which will feed back into as a lead into a Gold-Vision Lead List. In the Design tab, Edit your Template and drag...
Filtering Sublists
...Sublist Columns. Adding Filters to your Sublist Filters can be added to a Sublist by configuring the list in the Screen Designer. This can be accessed by hitting settings and...
Gold-Vision 8 Upgrade Planning
...in your version 7. Categories – will be migrated as your version 7. Correspondence – notes and emails. Note – within the screen designer you will need to add the...
Configuring Loqate Email Validation
...how many requests can be sent daily. Screen Design For Contacts, in Settings / Screen Designer / Contact locate your email field or fields that you wish to use for...
Create a Lead List
...the Default view if you haven’t created your own Lead List Design in the Settings area. – Designing Lead Screens. Enter the details and Save your new Lead List –...
