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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...
Configuring the ZoomInfo Integration
Overview ZoomInfo software provides access to contact details and company profiles which can help with lead generation. The integration enables you to update Gold-Vision Contacts and Leads from ZoomInfo with...
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...
Using the ZoomInfo Integration
In Gold-Vision when creating a new Account, Contact or Lead you can click the What’s Next prompt to import the data from ZoomInfo. Close modal You will then get a...
Campaign Settings
...Navigation for information on how to use the Search, Folder and Tag options on this list. Info See User Management to learn how to add users to your Marketing Workspace....
Tasks Overview
...Close modal A task can be linked to a Campaign, Email, Generic, Landing Page or it can be a standalone task. Info See User Management for more information on adding...
New Task
...select the Campaign, Email, Generic or Landing Page to link to. Info See User Management for more information. Info Visit General Navigation for more information on Searching and Sort options....
Assigning Leads
...an exhibition where a number of leads may have been created at the same time. In order to manage this a user can use the Lead Assignment List: Close modal...
