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Articles tagged "The Basics" returned 386 results.
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ZoomInfo Integration Overview
...to create new Gold-Vision Accounts, Contacts and Leads by coping the URL from ZoomInfo. Benefits of using the ZoomInfo Integration Saves time – Simply paste the URL directly into Gold-Vision...
Calendar Settings for Office 365
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Office 365 as the type. 4. Input the users...
Campaign stage types
Connect Running a stage with the Media type set to Email (Connect) will upload the recipients to Gold-Vision Connect. From there you can design your email and send it. Close...
User Management
...kind of User Type you want them to be and click to Send Invite. User will receive an email to accept the invitation and once they have done so, they...
Tags
...record To use Tags when creating a new record you can type the beginning of the name of the pre-existing folder into the appropriate drop down to find what you...
Search, Sort & View
...You can easily find items using the Search field. Simply enter the characters then enter to find items matching all or part of the search criteria. Close modal Sort...
Brand Settings
Access the Settings using the Settings Cog on the right-hand side: Close modal You can rename your brand in the first section. Sending Emails Default Settings These fields allow you...
Create a Delegate List
... Close modal Close modal Then choose the Export format as Attendees Tip From the Actions Menu you can pin the Delegates list to a Home Page or a...
Email Recipients
Click on the Add Recipients button, to include the recipients who will receive this email. Close modal Click on the Add Data Source button and this will open all data...
Gold-Vision Technical Requirements
...installation of Gold-Vision there are some recommended requirements in terms of SQL Server & Applications These recommendations assume that the servers are dedicated to Gold-Vision software only, and no other...
