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Articles tagged "service_account" returned 212 results.
Page 15 of 22
Configure Activity Page
Once you have installed your Portal, it’s now time to Configure your Activity Page. Activity pages are designed to display data from your Gold-Vision Account records, all types of Activities...
ZoomInfo Integration Overview
...to create new Gold-Vision Accounts, Contacts and Leads by coping the URL from ZoomInfo. Benefits of using the ZoomInfo Integration Saves time – Simply paste the URL directly into Gold-Vision...
Create Data Source
...All Records Account Contacts which will include all contacts from the Account associated to that record. Advanced Options will allow you to set whether this data source is to include...
Manage your Sales Team Introduction
...here to find out more. Close modal Sales automation Set reminders for key account management tasks (e.g. contract renewals) Automatically qualify out opportunities after a period of inactivity Create...
Creating Activities & Reminders
Activities can be used to store details on past or future actions related to Accounts such as arranging meetings, making phone calls or recording issues. Also these can be used...
Using Bulk Replace
Sometimes you might need to update a list of records with the same information, for example, change Account Manager from one user to another user. You can use Bulk Replace...
Creating A Table
...Select Create a New Widget. Choose the Table and select an X and Y Axis. You can also select a Series. The example below shows the number of accounts of...
Configure your Lead Screens
...mapped to Gold-Vision fields so when the Lead is promoted the data will appear in Gold-Vision. Fields can be Promoted to Accounts, Contacts, Account Activities, Projects and Opportunities Close modal...
Critical Fields
...field(s) back to the screen. Which fields are critical fields in Gold-Vision? All items – Summary (except contact where First Name is a critical field) and Account name Accounts -Primary...
GDPR Definitions
GDPR Definition Data Protection Impact Assessment (DPIA) helps organisations to identify the most effective way to comply with their data protection obligations and meet individuals’ expectations of privacy. https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/accountability-and-governance/data-protection-impact-assessments/ You...
