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Loqate Email Validation Integration Overview
...validate emails in Gold-Vision CRM. Setting up the Loqate Email Validation Integration If you are interested in setting up a Loqate integration for your business, please contact our Sales Team....
Product News
...and Action Centre screens. February 2024 Engagement scoring is a great way to determine when the Sales team or Account Manager should get in contact with a Lead, Prospect or...
Tips, Web Clips & More
...3 videos The Basics 5 videos Sales 7 videos Marketing 4 videos Events 4 videos Projects & Time 2 videos Reports 1 video Portal 4 videos Design 6 videos Data...
Creating a Quick Quote
Create a Quick Quote from the New menu This is used in circumstances where the Quote needs to be generated quickly. A parent Opportunity is generated automatically by Gold-Vision so...
Financial Entities
Financial Entities are a solution that enable Gold-Vision to process data sets relating to multiple financial packages, i.e. Sage and Exchequer. Financial Entities can be accessed in the Settings area....
How to create and manage Gold-Vision Opportunities
How to create and manage Gold-Vision Opportunities...
