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Articles tagged "Private," returned 11 results.
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Connecting to your ZoomInfo Account
...Private Key – The private key must include the ‘—–BEGIN PRIVATE KEY—–‘header and ‘ —–END PRIVATE KEY—-‘ User Name – The username of the user who created the credentials Client...
User Mail Tracking Setup with Basic Authentication
...Normal – will track all emails except those marked as Personal/ Private / Confidential in Outlook 1 = Personal – will track all emails except those marked as Private &...
Configuring Gmail Calendar Synchronisation – Basic Authentication
...modal Close modal Setup the Service Account and generate Private Key Navigate to ‘Credentials’ → Create Credentials → Click on Service Account Key → enter GoldVision in the Service Account...
How Can I Restrict Access?
...executive or administer groups will be able to access the record. Private – the record will only be visible to the Account Manager and Gold-Vision Administrators. Close modal Tip Tip:...
Create a Lead List
...Access Mode can be set to Public, Team or Private, this can be set depending on who will require access to the leads list. Choose your Promotion Mode from Anyone...
Product News
...new Screen Section to Add Custom Text and more. February 2025 The release also includes enhancements to Gold-Vision Marketing, Leads, Data Sources and filter views. Plus updates to Private Appointments...
Gold-Vision Technical Requirements
Gold-Vision CRM can be hosted on our secure cloud, in your own private cloud or installed on-premises. We understand that each business has different requirements, so the choice is yours....
Teams & security for Sales
...to view these. Public – all users have access Team – only the users in the same team as the owner of the Opportunity have access Private – only the...
Creating An Opportunity
...within the same team as the ownerPrivate: Only the owner of the opportunity has access to the record Closed – Won / Closed – Lost Stages When closing an opportunity...
Creating Accounts & Contacts
...from the following options: Public – all users have access. Team – the Account Manager, other team members, the assigned manager, executives and/or administer groups have access. Private – can...
