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Articles tagged "portal" returned 17 results.
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Styling
To make it your own you have the ability to style the Portal to meet your brand criteria. For example: you can add a logo, change the font and colours.
Role Management
Introduction to Role Management Use role management to establish what type of Portal access your Contacts will have when they visit the site. Roles or Group Roles can be assigned to individual Contacts, specific Pages or Sub-lists which you can then allocate the access to view, edit and create new items in the Portal.
Configure Account Page
Once you have installed your Portal it's now time to Configure your Account Pages Account Pages are designed to display data from your Gold-Vision Accounts, Contacts, Sites & Profiles: Contacts – ideal as a self service area for users to add new Contacts, amend job titles, contact details and user preferences. Sites – an area where users can…
Configure Activity Page
Once you have installed your Portal, it's now time to Configure your Activity Page. Activity pages are designed to display data from your Gold-Vision Account records, all types of Activities including: Account Activities Contact Activities Opportunity Activities Project Activities Menu Settings
Web Form Integration
Lead management can enable the capture of leads into Gold-Vision. You may already have a web form on your website which captures your lead data. Now you can use our web form integration to capture this data automatically into Gold-Vision. There are options for capturing this data. Lead Management is the best method to capture…
Web Form Integration Overview
Gold-Vision now offers a standard web form integration into the Lead management area in Gold-Vision. You may already have a web form on your website which captures your lead data. You can use the web form integration to capture this data automatically into Gold-Vision. Lead Management is the best method to capture these leads as…
