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Configuring the Lead Forensics Integration
...key to your Lead Forensics account manager and ask for the following: Enable the integration between Gold-Vision CRM and Lead Forensics Set the data feed to automatic Lead forensics will...
Enabling 365 Contact Synchronisation
...Gold-Vision to your individual O365 account or enable import of Contacts from O365. Enabling Contact Synchronisation Your Gold-Vision Administrator will need to complete the setup to activate the O365 synchronise...
Custom Integrations Overview
...in real-time Setting up a Custom Integration If you are interested in setting up a Custom integration for your business, please contact your Account Manager or our Support Team. ...
Gmail Integration Overview
...with the latest information – both in your CRM, and your Gmail account. Stay connected Edit an appointment or reply to an email in either Gmail or Gold-Vision and automatically...
Google Analytics Integration Overview
...new to Google Analytics, complete the set-up feature using your business’s Google login, or create a free account here. Google Analytics integration for Gold-Vision Connect Understand precisely what’s working –...
Google Mapping Integration Overview
...map data for quick and easy analytics. For example, segment your map data by account manager or industry for an immediately relevant map view to your needs. 3 Key...
Loqate Address Lookup Integration Overview
...service means you can say goodbye to manually searching for address details every time you create a new account or contact. Fast and relevant data Loqate combines rich global data...
Office 365 Contact Sync Integration Overview
Close modal Gold-Vision’s 365 Contact Synchronisation (O365 Contact Sync) can provide the ability to synchronise contacts from within Gold-Vision to your individual O365 account or enable import of Contacts...
Role Management
...Account Page contains sub-lists, which also need to have Roles set against them to determine who has access to the Sublist, Edit and/or Create rights. Click on the Sub-lists tab...
Install the Portal
...your Account Manager to activate a Portal subscription. In Gold-Vision go to the Integrations Storefront and click Integrations. From the integrations list select Portal, Forms and Portal > Install >Continue...
