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 Pardip Matharu

Pardip Matharu

Solutions Consultant

As a Solutions Consultant at Gold-Vision, Pardip is responsible for providing expert guidance and support to clients on how to best utilise the company's software to meet their specific business needs. Pardip works closely with clients to understand their requirements and tailor solutions that optimise their workflows and enhance their overall business operations.