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Manage Your Day
In this guide, we’ll walk you through some simple steps to help make managing your day-to-day tasks much easier, such as activities and appointments, and show you how to quickly...
Managing your Leads
...Leads that have been assigned to you or those you have claimed. You can quickly work through your leads using the forward and back buttons Close modal Or open the...
Correspondence
The Correspondence section in Gold-Vision displays the all emails and notes items for quick visibility of all correspondence for specific Gold-Vision records. To view the Correspondence section on Gold-Vision records...
DocuSign Integration Overview
...the DocuSign integration can take care of it. Be more efficient Quickly set up templates with the Gold-Vision DocuSign integration. You can create, manage and send fully-branded PDFs to required...
Microsoft SharePoint Online Integration Overview
Close modal Gold-Vision’s integration with SharePoint Online allows you to share and manage content, knowledge, and applications to empower teamwork, quickly find information, and seamlessly collaborate across your organisation....
Intro to Lead Management
...Lead Management tool to quickly work through the records so that you can make the most of leads that matter either by calling, including them in lead nurture campaigns and...
Capture, Manage & Nurture Exhibition Leads
...Gold-Vision’s Marketing Automation, you may set this up to send an Email every 30 minutes to leads captured. To setup your campaign in advance, create a Campaign from your Lead...
Lead nurture
...set up your Automated Campaign. First, go into your lead list and create a campaign source. As leads are added to the list during the event your campaign source will...
Generic Element
...main Elements list, or the Elements list in your Campaign. Or see when your Generic Element occurs in your Campaign relative to your other Campaign elements using the Timeline view....
Mailchimp Fuse Integration Overview
Close modal Streamline your marketing with seamless contact syncing Manage your marketing campaigns with complete confidence and convenience. Mailchimp is built for growing businesses. Put their marketing tools behind your...