Gold-Vision Webinars

Gold-Vision Webinars are designed to provide introductory training for our Gold-Vision Customers. These are standard sessions and are provided on an open basis so that multiple customers can participate, therefore a standard Gold-Vision set up will be used, which may be different to your specific Gold-Vision configuration. Each webinar will last for approximately 30 minutes.

We also offer personalised web sessions which are tailored to your specific Gold-Vision set up and need. To build your Gold-Vision knowledge further why not book a personalised web session

Gold-Vision Webinars are free of charge to Gold-Vision customers.

NEW Intro to Workflow & Alerting
Who is it aimed at? Anyone interested in finding out about how to automate the generation of project activities or send automatic alerts to alert users that a renewal date is approaching.
What does it cover? Overview of the workflow and alerting process, 'On-Save' Alerts and 'Reminder' Alerts

NEW Leads Campaigns
Who is it aimed at? Anyone interested in finding out about how to create a Campaign from a Leads List
What does it cover? Overview of the new Campaigns process, exporting to Connect, exporting to CSV to create a file for use in Word Mail Merge or exporting to a third party.

NEW What's New in Gold-Vision 7- web clip available
Who is it aimed at? Anyone interested in finding out about our latest release.
What does it cover? Overview of the enhancements and an introduction to Touch Points and the new Campaign functionality

NEW Overview Touch Points - web clip available
Who is it aimed at? Anyone interested in finding out about Touch Points.
What does it cover? An overview of using a setting up Touch Points

NEW Intro to New Campaigns - web clip available
Who is it aimed at? Anyone interested in finding out about our new Campaigns functionality
What does it cover? Quick New Campaigns, Campaign Sources and creating a Campaign

Getting Started with Gold-Vision
Who is it aimed at? New users, users needing a refresher, users who have not had any formal Gold-Vision training.
What does it cover? Navigating Gold-Vision, searching in Gold-Vision for example searching for contacts, creating lists, creating and editing Accounts and Contacts.

Introduction to Reporting and Dashboards
Who is it aimed at? Gold-Vision users who would like an overview of the reporting and Dashboard functionality in Gold-Vision
What does it cover? Creating a report, dynamic chart style report, Homepage Dashboards, Creating Sales Targets and Sales Target Charts

Introduction to Gold-Vision Data Import and Data Management
Who is it aimed at?Gold-Vision Administrators and data Management users who required the ability to import large amounts of data into Gold-Vision and advice on managing data in Gold-Vision
What does it cover? Installing the Data Import Tool, Getting your Data ready for Import, Data Mapping and Data Matching, Importing Data, Managing and viewing your imported Data. Data Management tips - Bulk replace, Duplicate Accounts and Contact reports, Un-Deleting data, Data Validation, Merging Accounts and Contacts, Searching and Filtering tips

Connect Overview
Who is it aimed at? Connect customers who would like refresher, new users and anyone interested in email marketing.
What does it cover? Creating templates, adding images and links, uploading Campaigns and creating Mailshots, tracking and reporting, integration and synchronising with Gold-Vision.

Introduction to Events
Who is it aimed at? New users, users who would like a refresher, users who have not had any formal Gold-Vision Events training.
What does it cover? Creating and managing Events, Sessions and Bookings.

Introduction to Opportunities and Quotes
Who is it aimed at? New users, users who would like a refresher, users who have not had any formal Gold-Vision Opportunities and Quotes training.
What does it cover? Creating and managing Opportunities and Quotes.

Overview of Administration (part 1)
Who is it aimed at? New Gold-Vision System Administrators or management team members, who would like an overview of the Administration Console functionality.
What does it cover? Navigating the Administration Console, User Interface options - Screen design – change the layout of screens, configure the names of fields, List Design – update the fields that are searchable on list views.

Administration Console (part 2)
Who is it aimed at? New Gold-Vision System Administrators or management team members, who would like an overview of the Administration Console functionality.
What does it cover? Merging Accounts and Contacts, Undelete function, User set up, setting up Teams and Team Membership.

Overview of Mapping - web clip available
Who is it aimed at? Anyone interested in finding out about our Google Mapping add-on.
What does it cover? Setting up Mapping, Creating Maps and Route Planning

Overview of Lead Management - web clip available
Who is it aimed at? Gold-Vision users who would like an introduction to Lead Management.
What does it cover?An overview of Lead Management, working on leads, reviewing potential duplicates, promoting Leads to Gold-Vision.

The following Web Clips are now available

Gold-Vision 7:

New Campaigns - Quick New Campaigns, Full Campaigns and Marketing Automation

Touch Points - Overview and set up

Pre Gold-Vision 7

Overview of Mapping - how to use Google Mapping

Lead Management - Overview, importing and working on Leads.

To discuss your requirements or for further details please call on +44 (0) 1788 511 110