Configuring the Generic Phone Integration

Introduction The generic phone system integration allows click-to-dial capability for HTTP-based CTI phone systems from within Gold-Vision. Phone systems that are supported by this integration must offer a RESTful endpoint...

Generic Phone Integration Overview

...phone call from within Gold-Vision is quick and easy! Once configured, you can simply click on a phone number linked to one of your accounts or contacts and your phone...

Using the Generic Phone Integration

Introduction The Generic Phone integration allows users to dial numbers from directly within Gold-Vision by simply clicking on them. The Generic Phone integration is intended to be used with HTTP-based...

Import TPS (Telephone Preference Service ) Data

In Gold-Vision Administrator users can import a of phone numbers that are included on the Telephone Preference Service. This will will prevent users to make phone contact and also to...

Duplicate Scoring

...phone number or mobile phone number. A duplicate is not flagged if the number in question matches the Company phone number, as this is an indication that the number is...

Generic Phone

Creating & Using Notes

...immediate alert to another user(s) Set Reminder – select a date and time Gold-Vision should send you a reminder of this note. Phone Note – An icon of a phone...

Campaign stage types

...for Mail Merge. Close modal Phone Using the Phone Media type for a campaign stage can be really helpful when it comes to things like a customer onboarding campaign. Create...

Using DocuSign Integration

...two-factor authentication via SMS and Phone Call. This functionality needs to be enabled on your DocuSign subscription. If you would like to enable this contact DocuSign Support here. Required prerequisites...

Configuring DocuSign Integration

...account or require a higher account level. Please contact DocuSign Support for more information Two factor Authentication allows the recipients of the eSign document to authenticate via SMS of Phone...