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Articles tagged "role management" returned 113 results.

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Screen & List Design

Who is it aimed at? Gold-Vision Administrators and Managers What does it cover? During this webinar we will cover how to you can customise screens and lists in Gold-Vision together...

Using Events

Who is it aimed at? Gold-Vision Administrators and Managers What does it cover? During this webinar we will cover how to you can customise screens and lists in Gold-Vision together...

Data Import

Who is it aimed at? Gold-Vision Administrators and Managers What does it cover? During this webinar we will cover how to you can customise screens and lists in Gold-Vision together...

Modern Authentication Overview

Gold-Vision 8 supports Modern Authentication (OAuth 2.0) for Mail Tracking and Calendar Synchronisation. Basic Authentication Vs Modern Authentication Companies that use Active Directory for identity management have relied on Basic...

ZoomInfo Integration Overview

Close modal   ZoomInfo software provides access to valid contact information and company profiles. It can also help find leads based on your unique criteria settings. The integration enables you...

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...

Connecting to your ZoomInfo Account

To start syncing data you will need to connect Gold-Vision to your ZoomInfo account. Info You will need a valid ZoomInfo account with access to the Enterprise (Enrichment) APIs. Click...

Using the ZoomInfo Integration

In Gold-Vision when creating a new Account, Contact or Lead you can click the What’s Next prompt to import the data from ZoomInfo. Close modal You will then get a...