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 Dawn Safford

Dawn Safford

Solutions Consultant

Dawn is part of the Customer Success team here at Gold-Vision and she is passionate about building customer relationships. In her day-to-day role Dawn works closely with customers to ensure they maximise their process improvement with their use of CRM to help put it at the heart of their business.