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Articles tagged "portal_overview" returned 108 results.
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Manage Your Day
In this guide, we’ll walk you through some simple steps to help make managing your day-to-day tasks much easier, such as activities and appointments, and show you how to quickly...
Getting Started
...see reflect the language and requirements unique to your business. On the first page you will see an overview of everything to do with that account, including number of contacts,...
Updates
...field. Activity reports can now be added to the Overview in Account Screen Design and include the Site along the X or Y axis. ‘New’ button removed from Reports list...
Configuring Loqate Email Validation
Close modal Overview The Loqate integration is quick and easy to setup and enables users to search for and validate email addresses directly from within Gold-Vision. In order to setup...
Connect Drag & Drop Design Tool
Who is it aimed at? Anyone interested in finding out about our Connect Drag and Drop Editor. What does it cover? Overview of using the editor to design professional looking,...
Connect Drag & Drop Design Tool
Who is it aimed at? Anyone interested in finding out about our Connect Drag and Drop Editor. What does it cover? Overview of using the editor to design professional looking,...
Configuring the ZoomInfo Integration
Overview ZoomInfo software provides access to contact details and company profiles which can help with lead generation. The integration enables you to update Gold-Vision Contacts and Leads from ZoomInfo with...
Brand Settings
...options that you specify here. Info See Emails Overview for more information on using Contact Preference Types with your Emails. Archive your brand If you no longer require...
Elements
...Emails, Landing Pages and Social Media posts) and allows you to add a new Element to your Campaign. Close modal Info For more information see the, Elements Overview page. ...
Campaign Tasks
The Tasks page allows you to view any existing Tasks linked to your Campaign or to add new Tasks. Close modal Info Visit Tasks Overview for more information on working...
