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WEB SESSION
CORE FUNCTIONALITY
This
practical web session, 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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Date of next session - 12th October 10.30am
Duration - 1.5 hours
Contact us for more information on 01788 511110 or email
training@gold-vision.com
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CORE
FUNCTIONALITY TRAINING
At the end of the web session you will
have 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 web session is aimed at new Gold-Vision
users and for those looking for a refresher. Throughout
the session 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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