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Articles tagged "using_portal" returned 244 results.
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Configuring the Generic Phone Integration
...Settings Enter the Dialler URL using the below parameters as required {TelephoneNumber} {Extension} If a number is required for an outside line enter this in the Dial Out Number Save...
Configuring DocuSign Integration
...Tip Tip: When you apply tabs to the document, DocuSign does not remove or replace the tag. You can hide the tags by using the same font colour as the...
Configuring the Lead Forensics Integration
...Gold-Vision, score it using touch point scoring and create follow up activities or opportunities for your users in Gold-Vision. Enable Lead Forensics Integration 1. To enable the integration you must...
Managing your Sage 50 integration
...administrator’s computer. Using the Integration Tool 1. Open the Tool – this should be on the Sage Administrator computer and you should have an icon on the Desktop, open this:...
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...
Eventbrite Integration Overview
...Gold-Vision automatically. Promote Engage your customers before and after your events. Send an automated invitation campaign, or contact confirmed attendees, using Gold-Vision Connect. The all-in-one solution makes all event information...
Exchequer Integration Overview
...and tax codes and import Exchequer products into your CRM to ensure that your sales team creates quotes in Gold-Vision using only Exchequer approved prices and product lists. Customer integration...
Generic Phone Integration Overview
...conversation lasted. If phone calls are made part of a marketing campaign, this is ideal to be able to track insights and information. See who called who Using Gold-Vision’s Phone...
Gmail Integration Overview
...you can relax as Gold-Vision does the work for you. Device-independent Works on any device, so whether you are using a mobile, tablet, or desktop, you’re always up to date...
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....
