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Articles tagged "access" returned 150 results.
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Introduction to Gold-Vision Portal
...to the Gold-Vision Portal including designing & styling pages together with benefits and examples of the Account & Activity pages along with enabling Portal access and 2-way CRM integration. You...
Introduction to Gold-Vision Portal
...to the Gold-Vision Portal including designing & styling pages together with benefits and examples of the Account & Activity pages along with enabling Portal access and 2-way CRM integration. You...
Disabling & Deleting Users
...and amend the User Level to Disabled. Close modal Tip Tip: Before deleting a user, we recommend initially setting them as disabled. This will stop them accessing Gold-Vision but allows...
ZoomInfo Integration Overview
Close modal ZoomInfo software provides access to valid contact information and company profiles. It can also help find leads based on your unique criteria settings. The integration enables you...
Introduction to Gold-Vision Portal
...to the Gold-Vision Portal including designing & styling pages together with benefits and examples of the Account & Activity pages along with enabling Portal access and 2-way CRM integration. You...
Brand Settings
Access the Settings using the Settings Cog on the right-hand side: Close modal You can rename your brand in the first section. Sending Emails Default Settings These fields allow you...
Workspaces Overview
Log in to Gold-Vision Marketing to access your Workspace. Most users will have one workspace which is linked to their Gold-Vision CRM; but if the organisation that you work for...
Campaigns Overview
Campaigns are the area where you set up the Emails, Landing Pages or other Elements of your planned marketing activity. View Campaigns Access the Campaigns list using the icon on...
Workspace Settings
Access your Workspace Settings using the cog wheel icon at the top right hand corner of the screen next to your contact avatar. Close modal The workspace settings allow you...
Landing Page Design
...you can access icons to Preview the landing page, create New Tasks, Save and Exit without saving. Close modal Info Visit Tasks Overview for more information on working with Tasks....
