Tips & More

Web Clips

Getting started with Gold-Vision 8 3 videos

Getting Started

Get working with version 8

Customise Gold-Vision 8

The Basics 5 videos

How to use the Action Centre

How to pin to Menu & Home page

How to use flows

How to use bulk replace

How to manage duplicate data

Sales 7 videos

How to setup Sales Targets & Dashboards

How to capture leads

How to manage leads

How to create and manage Gold-Vision Opportunities

How to create a Sales Pipeline

How to create a quote

How to create a dashboard

Marketing 4 videos

How to create a new campaign

How to create a quick campaign

How to manage campaign sources

How to create a follow up stage

Events 4 videos

How to create an Event

How to create an Event Session

How to add an event booking

How to create a delegate list

Projects & Time 2 videos

Setting up Products with Time / Units

Configuring time

Reports 1 video

How to create a dashboard

Portal 4 videos

How to Set up the Portal

How to Configure Portal Account Page

How to Configure Portal Activity Page

Portal View Examples

Design 6 videos

How to add fields in the screen designer

How to add pages in the screen designer

How to add field groups in the screen designer

How to add sections

How to use Highlight Rules

How to create Touch Point Rules

Data 6 videos

How to prepare your data for importing

How to download the data import tool

How to convert an excel spreadsheet

How to Import data

How to manage Subject Access Requests

GDPR set up

Upgrading to Gold-Vision 8 2 videos

Introduction to Gold-Vision 8

Gold-Vision 8 screen design