Item Reports

...Appointment Summary Activities N/A Opportunities Activities Gantt Chart, Opportunity Overview Quotes N/A Profiles N/A Projects Activities Gantt Chart, Project Overview Campaigns N/A Events Events Overview, Sessions Booking Planner Tip Tip:...

Category Management

...searching and can also be used for reporting and for inclusion in Campaigns. Adding A Category New Categories can be set up in the Category Management area. Close modal Once...

Lead Management Settings

...modal Info Checking Invalidate Lead emails already in Gold-Vision will flag any Leads as duplicate if the are also in Gold-Vision. This makes them invalid when added to a Campaign...

Lead Scoring

...your leads Add to a Lead Nurture Campaign Re-assign to a Sales Person or promote the Lead in to Gold-Vision. Or using Marketing Automation, alert the Lead owner when a...

GDPR Definitions

...been provided. This can be triggered by a Rule applied individually or to a Campaign Stage. Personal Data – GDPR applies to ‘personal data’ meaning any information relating to an...

Using the Eventbrite Integration

...under the new Account No: Only this Contact will be put under the new Account. Extra Gold-Vision Event Functionality Creating Activities against Events Exporting Lists to create Badges Create Campaigns...

Microsoft Dynamics NAV Integration Overview

...would typically be used to manage prospect and customer relationships, track sales and run marketing campaigns, whilst an ERP tool would help manage customer orders, billing, shipping, and the storing...

Using Gold-Vision

The Basics Sales Campaigns & Connect Profiles Projects & Time Events Reports Portal Not sure what to do? Our support team is ready to help Raise a Support Ticket All...

Marketing

Email Templates

Use the Email Templates tab to view or add templates of your favourite and common email layouts to your Brand to be used in your emails and campaigns. Close modal...