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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
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Configuring Gmail Mail Tracking with Basic Authentication
...to switch back and forth between multiple screens and devices. This integration will automatically track and store your emails and calendar appointments into Gold-Vision from any device, at any time....
Screen Designer
...fields for use with GDPR settings – see ‘Using GDPR in Gold-Vision‘ Configuring drop options for Dropdown fields – See ‘Amending Drop Options‘ and create Highlight Rules Setting Fields Defaults...
Preparing your data
...Company or Contact records that these names match users in Gold-Vision. Drop Down Options Ensure that the drop down options in your spreadsheet match those in GoldVision otherwise new drop...
Using DocuSign Integration
...Select Phone or SMS Generate your document Close modal Note Gold-Vision integration with DocuSign will use the mobile number against the Contact or User to send the authentication code...
Easy Navigation Tips
...using a suffix or individual items using a short-code in the URL. For example, to access the Contacts list – type in con to your Gold-Vision URL: https://mycompany.goldvisioncrm/con If you...
Data privacy opt in
...Connect Gold-Vision integrated with Gold-Vision Connect provides you with a trusted database of opted-in contacts who can easily be identified for ongoing communications. You can add a link to a...
Marketing Settings
Marketing Settings can be accessed in the Settings area. Close modal Sync Connect Users option will sync all Gold-Vision users to Gold-Vision Connect. The Sync Connect Campaign Types can be...
Lead capture
...if your team could call and qualify new website visitors that visited your pricing page, just after they visited? It’s easy with Gold-Vision touch point alerting. Close modal Info Required...
Using Touch Points
...blank if you have not yet configured Touch Points in the Administration Console. For help with this see your Gold-Vision Administrator If it does, then Gold-Vision will automatically assign that...
Creating a Project
Creating A New Project There are different ways to create Projects in Gold-Vision: Option 1 – from the New Item Menu Click on the Plus icon and select Project: Close...
