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Gold Vision Import Report
A data import may fail due to incorrect mappings or invalid data. If an import fails, a Gold-Vision Import Report can be emailed to the user. The report contains a...
Alert Trace
...trace data stored in the database. Tip Tip: It can be useful to create a test record in your system to test if alerts fire rather than using live data....
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...
Create a Lead List
...or Approval Required. These settings can be amended at anytime. Importing Lead Lists Lists can be imported from a spreadsheet using the Gold-Vision Data Import Tool, see your Gold-Vision...
Intro to Lead Management
With Gold-Vision’s Lead Management Tool you can capture, de-duplicate, score, qualify and allocate your leads with ease. Use the tool to manage your leads separately from your main Gold-Vision data....
Sales and Forecast Lists
...data that is currently held in multiple different areas of the system: Opportunities with and without Quotes, Quotes themselves and confirmed Seminar Bookings. Close modal Sales Lists Shows a...
Address Lookup
What is Address Lookup Address verification from Loqate is the most reliable way to capture accurate address data and ensure data quality in your systems. Increase business efficiency, reduce the...
Using Account records
...managed in the Administration Console to ensure that the data is consistent, although they can also synchronise with Outlook items as well if the same terminology is used. Typical applications...
