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Articles tagged "using_contact_sync" returned 319 results.
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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...
Setting up Products with Time/Unit
Allows you to log time/units against Gold-Vision records linked to Purchased Time / Units. The Log Time functionality is available against an Account, Account Activity, Contact Activity, Opportunity, Opportunity Activity,...
Outlook Plugin
The Gold-Vision Add-In tab is available on both the main Outlook ribbon (when looking at Emails or Contacts/People) and within individual email messages. To add a message Gold-Vision, select it...
Report Settings
...Reports Custom Reports can be used to add custom RDL reports to the Gold-Vision Reports list. To prevent Gold-Vision from using a Shared SRS Connection when running the report uncheck...
DocuSign Integration Overview
...latest legal, industry, and security requirements from around the world, such as using two-factor authentication to ensure only the right people have access to the documents you’re sending. 3 Key...
Google Mapping Integration Overview
...make more efficient use of their time on the road – planning routes in advance or on the go, using real-time data. Map view See your data on a map....
Create a Delegate List
Delegates List in the Event Use Gold-Vision to view a list of Attendees either as a list of Attendees on your Event Page or as a tab against the Event....
Event Overview
Delegates List in the Event Use Gold-Vision to view a list of Attendees either as a list of Attendees on your Event Page or as a tab against the Event....
Event Marketing
Delegates List in the Event Use Gold-Vision to view a list of Attendees either as a list of Attendees on your Event Page or as a tab against the Event....
Workspace Settings
Access your Workspace Settings using the cog wheel icon at the top right hand corner of the screen next to your contact avatar. Close modal The workspace settings allow you...
