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Articles tagged "portal_integration" returned 123 results.
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Configuring Loqate Email Validation
...The first step is install the Loqate Integration from our storefront. Open the Integrations menu Select Loqate Data Validation Install Close modal Configure Settings Click on Manage against Loqate once...
Product News
...Lead, Prospect or Customer. January 2024 Save time with our brand new ZoomInfo Integration which enables you to create new Gold-Vision Accounts, Contacts and Leads by copying the URL from...
Configuring Gmail Calendar Synchronisation – Basic Authentication
...two-way link between Gold-Vision and Gmail Appointment creation and management. Configuring your Gmail Integration There are 2 options available when setting up your Gmail integration with Gold-Vision: (Option 1) Create...
Homepage
...Integrations LiveChat Microsoft SharePoint Microsoft Outlook Adobe Sign Xero Eventbrite Integration Scroll carousel left Scroll carousel right View all integrations Not sure what to do? Our support team is ready...
Tips, Web Clips & More
...videos Marketing 4 videos Events 4 videos Projects & Time 2 videos Reports 1 video Portal 4 videos Design 6 videos Data 6 videos Upgrading to Gold-Vision 8 2 videos...
Using Gold-Vision
The Basics Sales Campaigns & Connect Profiles Projects & Time Events Reports Portal Not sure what to do? Our support team is ready to help Raise a Support Ticket All...
Gold-Vision On-Premise Technical Requirements
...plan File API Document Storage Please follow the below recommendations if you require to capture files for the following: Gold-Vision Portal Aster API end points Info NOTE The File Api...
Creating A Lead
...a score has been reached to save manual entry. You may want to qualify the data better once the lead is created. Similarly if you have a Webform integration setup...
Configuring Loqate Address Lookup
Overview The Loqate integration is quick and easy to setup and enables users to search for and validate addresses directly from within the product when creating or editing items. In...
Configuring Gmail Mail Tracking with Basic Authentication
...to switch back and forth between multiple screens and devices. This integration will automatically track and store your emails and calendar appointments into Gold-Vision from any device, at any time....
