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New
User/ Refresher Training:
CORE FUNCTIONALITY
This
practical workshop, run by an experienced Gold-Vision
trainer, will show you how to use the core Gold-Vision
functionality areas - accounts, contacts, emailing,
appointments, notes & activities.
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Please contact us for dates and more information on 01788 511110 or email gvinfo@gold-vision.com
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CORE
FUNCTIONALITY TRAINING
At the end of the workshop you will
leave with a sound understanding of Gold-Vision. You will
learn how to find your way round the core areas of Gold-Vision;
be able to create and edit records; manage Accounts and
Contacts and develop an understanding of account correspondence
– appointments, notes and activities
Focusing
on Gold-Vision 6 you will learn how to:
• Navigate Gold-Vision
• Create and manage Accounts & Contacts
• Understand Email tracking and using Outlook
Email from Gold-Vision
• Create Appointments, Notes and Activities for
your contacts and accounts
• Search effectively for Gold-Vision items
• Save time by creating lists, reports and favorites
This workshop is aimed at new Gold-Vision
users and for those looking for a refresher. Throughout
the workshop you are encouraged to put forward your
ideas, ask any questions or bring up any issues that
you are hoping to resolve. |
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SCHEDULE
Course
Overview/ Introduction
Navigating Gold Vision
Your Home Page
Creating and Managing Accounts and Contacts
Coffee Break
Account Correspondence
Gold-Vision Lists
Question and Evaluation session
We've limited the number
of attendees to 4, to enable everyone to participate
in the practical elements of the course and get the
most from the day.
Based at the Esteiro
Offices - just off junction 18 of the M1 |
