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Articles tagged "Upgrading to Gold-Vision 8" returned 356 results.
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Modern Authentication Overview
Gold-Vision 8 supports Modern Authentication (OAuth 2.0) for Mail Tracking and Calendar Synchronisation. Basic Authentication Vs Modern Authentication Companies that use Active Directory for identity management have relied on Basic...
Connecting to your ZoomInfo Account
To start syncing data you will need to connect Gold-Vision to your ZoomInfo account. Info You will need a valid ZoomInfo account with access to the Enterprise (Enrichment) APIs. Click...
Building your Template
...option. Close modal Merge Field Use this option to link your text content to a Merge field from Gold-Vision CRM. Choose from a pre-defined set of Merge fields; or, depending...
Preparing your data
...Company or Contact records that these names match users in Gold-Vision. Drop Down Options Ensure that the drop down options in your spreadsheet match those in GoldVision otherwise new drop...
Advanced Templates
...line within a table as shown above, borders can then be hidden from the table Template Tags for other Gold-Vision records If you would like to pull information from other...
Using the Adobe Sign Integration
...Gold-Vision item Close modal 2. Choose Save to file output and click Generate document If using Chrome – Click to copy the path and paste it into Windows explorer –...
Creating a Quick Quote
Create a Quick Quote from the New menu This is used in circumstances where the Quote needs to be generated quickly. A parent Opportunity is generated automatically by Gold-Vision so...
Managing Opportunities
...the Opportunity Contact directly from Gold-Vision. Print an Opportunity Click Print if you would like to print the Opportunity details. Watch our web clip to see how to manage...
Managing Quotes
...and relationships between Quote records and other Gold-Vision items can be done by clicking the links icon on the Quote menu. Select the item type that you would like to...
Sales Reports
Gold-Vision has built-in reporting which makes creating reports, charts and home pages simple for your sales reporting. Create Sales Reports Within various lists in the system you can create reports...
