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Articles tagged "service_account" returned 208 results.

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Configuring Engagement Scores

Adding Engagement Columns to your default List View Your administrator will be able to add Engagements History & Trend columns to the default list view on your Account, Contact &...

Adding & Viewing Engagement Scores

...– LinkedIn in Invite = OneUp LinkedIn Connection = TwoUp Viewing Engagement Scores In the Account, Contact & Lead list view you can view: – Engagement History shows a trend...

Creating An Opportunity

...from the New Item Menu From Gold-Vision click the plus button then select Opportunity Close modal Option 2 – from the Account record From the Account record click on the...

Creating & Using Notes

Notes can be created against any item within the Account and are used to record important Account related information. Create a Note Close modal Close modal Note Options Stick –...

Touch Points introduction

...reach out to them at just the right moment. Close modal Historical Touch Point Reporting Your Gold-Vision Administrator can add a section to your screen design for either an Account...

Using Touch Points

Import Touch Points When a touch point is imported, Gold-Vision will see if the data matches any existing Account, Contact or Lead records. Info The touch point screen will be...

Lead Forensics Integration Overview

...Powerful insights The integration with Lead Forensics automatically matches website visit activity to existing leads and accounts inside Gold-Vision, giving you the power to quickly identify the businesses that visit...

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...

Using the Adobe Sign Integration

...saved in your eSign document area. Tip Tip: if you need to change the sender details, you will need to edit your Adobe account holder name in account settings. What...

Configuring the Adobe Sign Integration

...click Save, then the integration should be live. Close modal Social authentication Once the installation has been completed each user will have to Authenticate with the Adobe Sign account, from...