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getting started

Navigating Gold-Vision
Accounts & Contacts
Email Tracking
Notes & Activities

data import

Follow our 3 easy steps:
Identify personal and sensitive data fields
Define data purposes
Configure and run privacy rules

workflow

Integrate Gold-Vision more closely with your processes and workflow

targets

Create targets for your sales team

sales team

Dashboards
Appointments
Google Mapping
Automation

pipeline

Set up a sales pipeline and a Gold-Vision 'bloodboard'
Nurture Campaigns
Using Gold-Vison on the road

Campaigns

Quick Campaigns
Campaign Sources
Campaign Stages

Connect

Find out more about our fully integrated email marketing solution

drag and drop

Design professional, mobile responsive marketing emails

touchpoints

Touchpoints capture interactions that businesses and individuals have with your company and brand

Projects

Manage Project activities
Create Dashboards
Create workflow to automate Project activities

onboarding

Quick wins to improve your new customer experience

admin

Screen Design
List Design
Validation
Reference Numbers
Categories

admin

Users
Teams
Merging Accounts or Contacts
Undeleting Records

data import

Prepare and import your data

 

dashboards

Dashboards
Reporting