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Articles tagged "configuration" returned 31 results.

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Book a Webinar

...customers can participate, therefore a standard Gold-Vision set up will be used, which may be different to your specific Gold-Vision configuration. Gold-Vision Webinars are free of charge to Gold-Vision customers....

Gold Vision Import Report

...log file as an attachment which explains which row(s) failed and the reason for the failure. Configuration for receiving a Gold-Vision Import Report Email The SMTP Settings must be configured...

Configuring Time

...Users Disabled You can select round up or down to the nearest minute Close modal How to Screen Design Time Section Only Configuration and Administration Managers will have access to...

Touch Points introduction

...that makes sense for your business. If you take the time to plan your configuration carefully then touch points will be able to identify hot prospects and enable you to...

Marketing automation introduction

...than only being able to stop it as per previous functionality. The configuration is retained upon selecting to pause an automated run rather than stopping it. Selecting the stop button...

Lead capture

...specific page(s) using the touch point configurations options, and set the ‘Raises Over’ Touch Point score. Next, add an action. We’ve chosen to Raise an Alert in Gold-Vision for Sales...

Configuring the Microsoft Outlook Integration

...This will manually allow users to add messages to Objects in your Gold-Vision and find or create new Contacts. For more information on installation and configuration please visit Outlook Plugin...

Configuring the Adobe Sign Integration

Install & Configuration Go to Integrations Storefront next to the Action Menu on the top right-hand side of your screen saver. Close modal From the integrations list select Adobe Sign...

Mail Tracking Settings for Office 365

Navigate to Settings→ Users (Administrators)→ select a user from the list. Close modal 2. Select Actions→ Mail Tracking Settings. Close modal 3. Select Type Office 365 4. Set the Authentication...

Disabling & Deleting Users

Info Disabling a user removes the user from your enabled licences. To disable a user click on Settings, select Users. Close modal Click to open the user record, select Edit...