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DocuSign Integration Overview
...that you have everything at your fingertips, with all of your files in one secure location. Setting up the DocuSign Integration You will need an DocuSign account, if you are...
Eventbrite Integration Overview
...completed before, during, and after the event. Setting up the Eventbrite Integration To begin the setup your will need an Eventbrite account, if you are new to Eventbrite, sign up...
Lead Forensics Integration Overview
...Whatever you decide, Gold-Vision automatically assigns website visitors to the associated lead or account allowing your sales & marketing teams to put it to action immediately. Gain a competitive advantage...
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...
Configure Activity Page
Once you have installed your Portal, it’s now time to Configure your Activity Page. Activity pages are designed to display data from your Gold-Vision Account records, all types of Activities...
Mail Tracking Settings for Office 365
...Mail Tracking settings. Close modal The settings are now saved and displayed as follows: Close modal 10.‘Gold-Vision’ was the name of the ‘Application Name’. Note The service account credentials can...
Data Sources Overview
...field to use from that record, or All Records Account Contacts which will include all contacts from the Account associated to that record. Advanced Options will allow you to set...
Create Data Source
...All Records Account Contacts which will include all contacts from the Account associated to that record. Advanced Options will allow you to set whether this data source is to include...
How to use follow up rules
...Run the Campaign Stage this will automatically create activities for all recipients within the stage. The Activities will be created and distributed as requested, for instance to the Account Manager...
What’s New in Gold-Vision 8
...widgets (such as overview counts) and charts. This customisability is particularly helpful when it comes to your Overview page, bringing it to life and providing a high-level view of your...
