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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
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Preference centre
...When edited, these will automatically synchronise with Gold-Vision Connect allowing you to manage preferences more effectively. Managing Campaign Preferences – Connect Administrator Campaign Preferences can also be managed in Gold-Vision...
Configuring the Microsoft Outlook Integration
...for Outlook You can install and configure the Gold-Vision Add-in tool to your Outlook main ribbon. This will manually allow users to add messages to Objects in your Gold-Vision and...
Introduction to Importing Leads
...that data may be incomplete and requiring qualification prior to inclusion in to Gold-Vision. Using the Gold-Vision Import tool you can import the Leads, keeping them separate from your mail...
Report Settings
...Reports Custom Reports can be used to add custom RDL reports to the Gold-Vision Reports list. To prevent Gold-Vision from using a Shared SRS Connection when running the report uncheck...
Configuring the Lead Forensics Integration
...Gold-Vision, score it using touch point scoring and create follow up activities or opportunities for your users in Gold-Vision. Enable Lead Forensics Integration 1. To enable the integration you must...
Searching and Filtering Lists
...the Gold-Vision filters that appear at the top of most lists. For text-based searches the user is presented with options such as “starts with…” or “ends with..” and for numeric...
Import types
...or reference, plus project summary or unique reference. Tip You can also create excel templates of import definitions which will help with mapping your import data to fields in Gold-Vision....
Connecting to your ZoomInfo Account
To start syncing data you will need to connect Gold-Vision to your ZoomInfo account. Info You will need a valid ZoomInfo account with access to the Enterprise (Enrichment) APIs. Click...
Modern Authentication Overview
Gold-Vision 8 supports Modern Authentication (OAuth 2.0) for Mail Tracking and Calendar Synchronisation. Basic Authentication Vs Modern Authentication Companies that use Active Directory for identity management have relied on Basic...
Marketing automation introduction
...10,000 Connect Email credits. Gold-Vision’s Marketing Automation module consists of two key concepts: automating Gold-Vision Campaigns and Touch Point alerting: Campaign automation Automate your Gold-Vision Connect campaigns and use them...
