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Articles tagged "service_account" returned 212 results.
Page 20 of 22
Using LiveChat Integration
...in Settings. Close modal Transcript of the chat When the visitor ends the Chat the transcript of the Chat is automatically saved against the Contact and the Account in Gold-Vision....
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. ...
Generic Phone Integration Overview
...phone call from within Gold-Vision is quick and easy! Once configured, you can simply click on a phone number linked to one of your accounts or contacts and your phone...
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 –...
Microsoft SharePoint Online Integration Overview
...such as activities and projects, contacts, and accounts. Easy file viewing and editing – Gold-Vision allows users to view a list of files and folders from linked Sharepoint Online folders....
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...
Facebook Integration Overview
...your followers When integrated with Facebook, your CRM can effortlessly allocate touch point scores to accounts, contacts, suppliers, leads and prospects. All of this helps you to understand and measure...
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...
