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Articles tagged "single-sign-on" returned 178 results.
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Critical Fields
...screen design. Changes to the Screen design won’t be able to be saved until the critical fields are designed on, the missing fields will be listed. Close modal Info If...
Lead Scoring
...your leads Add to a Lead Nurture Campaign Re-assign to a Sales Person or promote the Lead in to Gold-Vision. Or using Marketing Automation, alert the Lead owner when a...
What Is GDPR? Including Best Practice
...person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or...
Importing your Leads
...set to Public, Team or Private. Choose your Promotion Mode from Anyone or Approval Required. These settings can be amended at anytime. Assign the Leads Assign Leads to your team....
Eventbrite Integration Overview
...Support Team or your Account Manager to enable the integration on your Gold-Vision. To Setup the Eventbrite Integration simply follow the instruction on the Configuring the Eventbrite Integration page. ...
Create An Event
...select a site on Gold-Vision for the Event Location. You may hold Events on behalf of or for an Account on your Gold-Vision database if this is the case the...
Brand Style
Click on your brand name in the brand list to open it. Close modal Manage your Brand logos and colours on the Brand style tab. Use the Add Logo button...
Email Merge Fields
...Merge fields or to create a new one. Close modal Info Using a Merge Field in your Design will add a Merge Fields button at the top for you...
Follow up Email
...Email card in the Email list. Automation in an Existing Email. You can progress to the Inbound Connections tab and click on the + New button. Close modal Select an...
Managing Activities
...Activity due date or completion status by clicking the edit button. Add Notes to an Activity Click on the Note button add your note then click Save A Note...
