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.