Google Mapping Integration Overview

...map data for quick and easy analytics. For example, segment your map data by account manager or industry for an immediately relevant map view to your needs.   3 Key...

Using Google Mapping

...Google Mapping comes on a subscription basis, please contact us for more information about the pricing for this. Creating a Map View The ‘Map’ view option has been added to...

Report, Calendar, Map and Flows view

...(charts, tables and counts) based on the data in your list. See Creating Charts and Reports for more information. Close modal Map View To use the Map view, ensure that...

Configuring Google Mapping

...subscription options and how to install Google Mapping Integration please contact us on [email protected].   Enable Access Users who need access to Google Mapping must-have mapping access enabled: Close modal...

Use Google to Map your Sales

Map Opportunities / Sales or Leads Go to the list of your Opportunities and select the Maps View Close modal Crete routes to visit your opportunities or check if there...

Sitemap

Google Mapping

Configure QuickBooks Online integration

...modal 1. Gold-Vision Account -> QuickBooks Online Customer Enable this Module so that Gold-Vision Accounts will be sent to QuickBooks online as Customers Edit Mappings choose which Gold-Vision Account fields...

Configuring the Eventbrite Integration

...created using the information from the Eventbrite order form, as configured in the Mappings area – for example mapping Company name to the Account Name. An Attendee record will then...

Managing your Exchequer Integration

Once you have your integration in place you can manage the integration as follows: Edit Mappings You can manage field mappings between Gold-Vision and Exchequer from settings and Integration Mappings...