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Articles tagged "users" returned 177 results.
Page 15 of 18
Google Analytics Integration Overview
...to future email shots. Give your leads and customers what they want – With the ability to view how many users clicked on a specific link, and more importantly which...
LiveChat Integration Overview
...website visitors, then this integration with Gold-Vision is perfect for you. By integrating both systems, users are provided with a complete view of customers from within Gold-Vision, as well as...
Office 365 Contact Sync Integration Overview
...from O365. Office 365 Contact Sync Integration for Gold-Vision CRM This integration with Office 365 allows users to synchronise contacts across platforms. The following data that is present in...
Create An Event
...been selected, use the Preview to see how users will view the details in Event Information. Close modal Tip The Event information can be useful for posting Event Information...
Using Secure Notes
...read by specific users or teams. Creating A Secure Note To create a secure note, firstly create a new note against the item. Close modal In the note window, select...
The Basics Part One
Who is it aimed at? All Gold-Vision users. What does it cover? How to login, your home page view, accessing menus, viewing and adding notes, along with navigation and searching...
Data Bridge
...it can be scheduled and automated as required. Job scheduling allows users to control when and what data is imported and keep it up to date, but always with full...
Role Management
...to quickly assign multi-level access to a Contact rather than having to assign each individual role to those users. You are able to assign as many roles and groups as...
Getting Started
Who is it aimed at? All Gold-Vision users. What does it cover? How to login, your home page view, accessing menus, viewing and adding notes, along with navigation and searching...
Manage Your Day
Who is it aimed at? All Gold-Vision users. What does it cover? How to login, your home page view, accessing menus, viewing and adding notes, along with navigation and searching...
