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Articles tagged "using_portal" returned 244 results.
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Preparing your data
...by using the text to columns functionality in Excel alternatively if this moves your data into multiple columns for a large portion of your data we may be able to...
Updating an Import
...Rather that creating a new lead list you can update an existing lead list. Option 1 – Using a Control Column to update the original list If you think that...
Generating a Token with Postman
Postman can be downloaded from: https://www.postman.com/ Here are some examples using an industry standard tool POSTMAN as an example of what it could look like integrating with Gold-Vision API. When...
Import Contacts from Office 365 into Gold-Vision
...can select to synchronise or unsynchronise individual contacts using the list. You will be informed if the contact already exists in Gold-Vision as above. Use the tabs to determine which...
Google Analytics Integration Overview
...new to Google Analytics, complete the set-up feature using your business’s Google login, or create a free account here. Google Analytics integration for Gold-Vision Connect Understand precisely what’s working –...
QuickBooks Online Integration Overview
...are pushed into QuickBooks Online Contacts: Close modal Sales Process Create Gold-Vision Quotes, add products using a live product picker from QuickBooks Online, then push the quote to QuickBooks Online...
Gold-Vision 8 Upgrade Planning
...you are still using Legacy Campaigns Contact Outlook synch Planned for Q4 TPS Import Please speak to your Account Manager if you use the TPS Import Local document storage This...
Add Products To An Event, Session Or Booking
...the Booking and would only be applied to that specific Booking. Using the New Icon then select Event Booking Product to add a Product for that specific booking only and...
Create Event Sessions
...as shown below. Close modal Tip Please ask your Gold-Vision Administrator to add any of the above fields if they are not visible using the Screen Design area in Settings....
Getting Started
...to log into your CRM via your URL. This can be done from any device using your Gold-Vision username and password. Every day starts with your personal Home Page. From...
