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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
Page 29 of 42
Downloading the Import Tool
Importing Leads uses the same import tool as importing data in to Gold-Vision. See Downloading the Data Import Tool for more information. Info You will need to be a Gold-Vision...
Licence Settings
...option to either update the existing licence or generate a new licence request via the Send Licence Request to Gold-Vision Support or manual download options. Tip Tip: To enable features...
Requesting Access
The Gold-Vision API provides a full restful interface by which data integration to Gold-Vision CRM can be achieved. Access to use of the API is subject to a successful application...
Using Lead Forensics Data
Overview Once you have setup the integration, the data feeds into the Touch Points list in Gold-Vision. You can access this list as below : Close modal The Touch Points...
Create Event Sessions
...Event. To View Sessions against the Event you may choose either a Widget or a list as shown below. Close modal Tip Please ask your Gold-Vision Administrator to add any...
Enable Portal Access
Contact Screen Design Access to the Portal is enabled via the Contact record in Gold-Vision. The Administrator user needs to add the Portal Section to the Contact record screen in...
Install the Portal
Install In order for you to access the Portal Install your Gold-Vision license will need to be updated and a valid subscription will need to be in place. Please contact...
Calendar Settings for Gmail
...the Password field. 7. Optionally, check Import Appointments. 8. Select Fetch Calendars. 9. Select the calendar you want, usually there is only one. 10. Select Test to test the settings....
Mail Tracking Settings for Gmail
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Type IMAP Set the ‘Type’ to IMAP v2. Set...
Mail Tracking Settings for Office 365
...settings are now saved and displayed as follows: Close modal 10.‘Gold-Vision’ was the name of the ‘Application Name’. Note The service account credentials can be reused, the certificate and secret...
