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Articles tagged "Settings" returned 172 results.
Page 17 of 18
Portal View – Examples
...Documents section to view Attachments in Settings – Screen Designer – area in Gold-Vision. Close modal The note can be viewed in the Correspondence section. Attachments can be viewed in...
Creating Home Page Dashboards
...you can then Edit to view and update the Widget settings. How to access Click on the Gold-Vision logo (top left of the screen) or select the View menu and...
Add Widgets to a Home Page Dashboard
...Dashboard or Widget you can then Edit to view and update the Widget settings. Move Click to Move the Dashboard or Widget to another tab. Edit Click to display the...
Disabling & Deleting Users
Info Disabling a user removes the user from your enabled licences. To disable a user click on Settings, select Users. Close modal Click to open the user record, select Edit...
ZoomInfo Integration Overview
Close modal ZoomInfo software provides access to valid contact information and company profiles. It can also help find leads based on your unique criteria settings. The integration enables you...
Workspaces Overview
...has many CRM instances then you may have a different workspace for each organisation. Info From Gold-Vision CRM go to Settings / Registered Apps to link your Marketing Workspace...
Viewing Data Sources
...Or use the Settings icon to rename, re-order or delete folders: Close modal Use the three dots at the top right of any Data Source card: Close modal From here...
General
Use General Settings to make changes to your Language, Date and Currency Format options. Close modal Contact Preferences The ‘show all brands on contact preferences’ option controls whether all brands...
Landing Page Publish
...start time for when you would like the landing page to be published and make the page live. Close modal Once you are happy with your settings, click Publish Landing...
Configuring Engagement Scores
...Lead screen. To add a Section, navigate to Settings, Screen Design and Select the record you want to add the section to. Close modal Click for more information on Screen...
