Introduction to Gold-Vision Portal

Who is it aimed at?

Anyone looking to improve customer experience via a Portal to display key data to customers using your Gold-Vision CRM.  

What does it cover?

An introduction to the Gold-Vision Portal including designing & styling pages together with benefits and examples of the Account & Activity pages along with enabling Portal access and 2-way CRM integration.  You will see how the… 

  • Account page can act as a self-service area for customer to view and update details based on Account, Sites, Contacts and Profile details. 
  • Activity page allows you to include any type of activity – Account, Contact, Project, or Opportunity.  Customers can view, create and update activities as well as viewing and adding notes. 

This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the end.

About the presenters

Visit linkedin page for Muhammad Patel

Muhammad Patel

Solutions Consultant

Muhammad originally joined our Customer Support Team and is now a consultant in our Projects team. He has well-developed interpersonal and analytical skills with multiple years of customer service experience and is passionate in delivering the best possible solutions to enhance customer satisfaction.