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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
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Enabling 365 Contact Synchronisation
...Gold-Vision to your individual O365 account or enable import of Contacts from O365. Enabling Contact Synchronisation Your Gold-Vision Administrator will need to complete the setup to activate the O365 synchronise...
Google Analytics Integration Overview
Close modal Gold-Vision Connect’s free integration with Google Analytics allows you to delve deeper into email analytics, helping you to evaluate marketing campaign success in greater detail. If you are...
Creating A Lead
Once your Lead List is created you can add Leads to it. Info You will need to be a Gold-Vision Professional user to have access to Leads in Gold-Vision. See...
Portal Management
...determine where data will be pulled from Gold-Vision Choose Account if you want to display data from Accounts, Sites or Profiles or choose Activities if you want to display Gold-Vision...
Run and re run a stage
...the stage was run. You can then click on Runs to view the history and status of all previous runs. Close modal Re-Run a Stage A Gold-Vision Campaign Stage may...
Setting up Products with Time/Unit
Allows you to log time/units against Gold-Vision records linked to Purchased Time / Units. The Log Time functionality is available against an Account, Account Activity, Contact Activity, Opportunity, Opportunity Activity,...
Using Office 365 Contact Synchronization
...You can use the “Synced with Office 365” field to filter your contacts throughout Gold-Vision. To synchronize a single contact with Office 365 Open the Contact record and click the...
Preparing your Lead Data
...Gold-Vision destination record. See Using the Data Import Tool For instance, you may want specific fields imported into Lead Management which are not then used in the Gold-Vision Account record....
Google Mapping Integration Overview
...in one period of time and create the most efficient route plan. Map view – Any geocoded items within your Gold-Vision instance can be viewed on a map, with visual...
Simple Time Management
Users can log time against Gold-Vision records to track how much time has been used to complete tasks. Time is entered by users using the Log Time functionality and the...
