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Articles tagged "The Basics" returned 386 results.
Page 13 of 39
Creating Home Page Dashboards
...you can then Edit to view and update the Widget settings. How to access Click on the Gold-Vision logo (top left of the screen) or select the View menu and...
Viewing and Uploading Documents
...From the record navigate to the Documents Section Click on the required folder then select the required document Close modal Tip If the section is not displayed this can be...
Letter Campaigns
...Contact Save as a Dotx file type Upload the template: In the documents area go the GV Templates folder > Letter > Contact. Click Upload the template or use the...
Using Google Mapping
...radius of a location click the Pipe Icon below the Postcode column, enter a postcode and the range then click Filter, the list will display the account whiting that mile...
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...
Creating the client using IdentityModel
...only need to know the base-address of the server – the actual endpoint addresses can be read from the metadata: // discover endpoints from metadata var client = new HttpClient();...
Importing your Leads
...from the csv file (Column Name) to the Gold-Vision Object eg Account and the relevant field. Close modal Click Next and enter a name for import and for the Object...
Advanced Templates
...associated areas e.g. account, contact, opportunity the you will need to manually type these out in the following format: {{AC_ID>>ACCOUNT:summary}} What is shown in Red is ID field for the...
Tips, Web Clips & More
...page 22nd February 2024 by Blog Gold-Vision Marketing has arrived! A quick recap of the exciting launch event Introducing the all-new Gold-Vision Marketing Coming soon: Gold-Vision’s all new Marketing software...
