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How To Use Reference Numbering

...can be used with email tracking, see ‘Configure Alerts Introduction’. If you want to keep the Reference Number separate, don’t tick Add To Summary. Below is an example of how...

How to Set up the App Password for Google / Gmail Accounts

...3rd party app, eg. Gold-VisionCRM then click GENERATE Close modal Copy the app password for use instead of the mailbox password when setting up the Mail Tracking Settings Close modal...

What Is GDPR? Including Best Practice

...For example, pre-ticked boxes cannot be used as a basis of consent. Consent for marketing calls, messages, website cookies or other online tracking methods is detailed in the current Privacy...

Managing Projects

Users can plan and manager their Projects in Gold-Vision with simple resource allocation, correspondence tracking and powerful reporting. Create Activities/Tasks for a Projects Project Activities can be useful to manage...

Creating a Project

...Project and other records. Tip Tip: Adding the Project Reference Number to the Project Summary can be useful for automatically enabling email tracking against the Project. Project References can be...

Lead nurture

...up stages, while tracking and scoring what links they click on and reaching out to them when their touch point score raises over a certain point. Alternatively, you could be...

How to send an email with Connect

...address for replies to be forwarded to. Close modal After your mail shot has been sent you will get access to the Tracking, Reporting, Bounce and Export tabs. These will...

Connect reporting

The Reporting tab on a Connect mail shot shows graphical information regarding the tracking data as well as detailed information regarding click-thrus, read dates and times. Close modal This data...

Facebook Integration Overview

...email marketing and website visitor tracking for a complete scoring model. Focus on what matters Stop wasting time endlessly searching through social media with our simple Facebook integration. Instead, decide...

Configuring Google Analytics Integration

Connect has its own in-built analytics, but with the Google Analytics integration, you can get even better insights to help grow your business. The integration automatically adds campaign tracking codes...