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Articles tagged "service_account" returned 217 results.
Page 13 of 22
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...
Discounts, Price Lists, Financial Entities
...% Price Lists Price lists allow you to provide specific pricing for an account. A price list can be set up to provide a percentage discount for an account e.g....
Touch point automation
Use Touch Point Automation With touch point automation, you can automate your alerting based on touch points for any Gold-Vision account, contact or lead. You can then use this information...
How Can I Use Profiles?
...profiles are… Multiple profiles can be created against an Account and Contact. Profiles make it easy for you keep records up to date. Expiry dates can tigger alerts to remind...
Viewing & Reporting-Time / Units
...user entries for that specific record but also for the child records e.g. Time Entries for Projects can be seen in the Time entries List of the Account Close modal...
Configuring Time
...following items – Account, Account Activity, Contact Activity, Opportunity, Opportunity Activity, Project or Project Activity . From Settings go to Screen Designer and select the record where you would like...
