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Articles tagged "tracking" returned 11 results.

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Mail Tracking & Calendar Troubleshooting

Message Advice (401) UnauthorizedLogin Failed Typically this message indicates that a username or password is incorrect within the mail tracking setup. Most mail tracking configurations require a username and password of an user or service account in order to connect to a mailbox. Review the core Mail Tracking Setup guides to learn how to update this information.…

User Mail Tracking Setup

Gold-Vision can be setup to automatically track emails (and synchronises Appointments, Contacts and Tasks from Microsoft Exchange, Office 365 or Google) by using a service on the Gold-Vision server to access users' mailboxes and track emails. Click here to find out more about setting up the Service User account. When an email is tracked, an entire…

Mail Tracking

How to track emails in Gold-Vision Emails are tracked in Gold-Vision if any of the conditions below are met: Where a Contact has an email address - emails to and from this Contact will be tracked into Gold-Vision.  By adding an email domain against an Account - emails to and from other people at the…

Outlook Plugin Troubleshooting

If you are having trouble installing or viewing the Outlook plugin for Gold-Vision, please follow the guidance below.  If you are looking for information on how to download and setup the plugin itself please view the main Outlook Plugin page. Outlook Version and Compatibility Please ensure you are running one of the versions of Outlook listed below.…

Setting up a service account for Office 365 & Exchange

Introduction Gold-Vision automatically tracks email (and synchronises Tasks, Appointments and Contacts from MS Exchange) by using a service on the local server to login to users' mailboxes and record messages into the CRM system. The settings for privacy and exclusions outside of this rule can be configured separately: User Mail Tracking Setup. This guide covers the…

Outlook Plugin

The Gold-Vision Add-In tab is available on both the main Outlook ribbon (when looking at Emails or Contacts/People) and within individual email messages. To add a message Gold-Vision, select it within the Inbox (or other folder) or open the item, then click Add Message to Gold-Vision. Note: We aim to offer customers the best and…

Lead capture

By using web tracking touch points in Gold-Vision you can identify when your leads visit important pages on your website. These may be specific product pages, your pricing page, or a set of pages that you’ve identified as key.The best time to contact a lead is when they have already decided to spend time looking…

Using Contact records

Users can easily manage Contacts within Gold-Vision using the action menu against the Contact record

Using Account records

The Account main menu enables users to perform different actions to the Account record: 

Correspondence

The Correspondence section in Gold-Vision displays the all emails and notes items for quick visibility of all correspondence for specific Gold-Vision records. To view the Correspondence section on Gold-Vision records system Administrators have to configure the screen design to add the Correspondence section to the screen. For more information on how to configure this visit…