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Articles tagged "tracking" returned 17 results.
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Setting up a service account for Office 365 & Exchange
Please note: For information on configuring with Modern Authentication, please click here. Introduction Gold-Vision automatically tracks email (and synchronises Tasks, Appointments and Contacts from MS Exchange) by using a service on the local server to login to users' mailboxes and record messages into the CRM system. The settings for privacy and exclusions outside of this…
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 within the Inbox (or other folder) or open the item, then click Add Message to Gold-Vision. Note: We aim to offer customers the best and…
Lead capture
By using web tracking touch points in Gold-Vision you can identify when your leads visit important pages on your website. These may be specific product pages, your pricing page, or a set of pages that you’ve identified as key.The best time to contact a lead is when they have already decided to spend time looking…
Using Contact records
Users can easily manage Contacts within Gold-Vision using the action menu against the Contact record
Using Account records
The Account main menu enables users to perform different actions to the Account record:
Correspondence
The Correspondence section in Gold-Vision displays the all emails and notes items for quick visibility of all correspondence for specific Gold-Vision records. To view the Correspondence section on Gold-Vision records system Administrators have to configure the screen design to add the Correspondence section to the screen. For more information on how to configure this visit…
