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Articles tagged "import-type" returned 187 results.
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Importing a Collection
To import a collection you can follow these steps below. Still having issue? Please look at Postman’s Guide here From within Postman you will see an import button clicking on...
Touch Point Rules
...Points Enter a name, category (if using), score and action type Close modal Lead Import You can automatically create Leads from Touch Points. To do this you must tick the...
Create a Lead List
...or Approval Required. These settings can be amended at anytime. Importing Lead Lists Lists can be imported from a spreadsheet using the Gold-Vision Data Import Tool, see your Gold-Vision...
Account Portal Management
...item button label if required. Type – the sublist type will be displayed by default. Access Roles – allows you make the space visible to contacts with the user roles...
Configure Account Page
...New Item Button Label – you can amend the new item button label if required. Type – the sublist type will be displayed by default. Access Roles – allows you...
User Language Labels
...re-import. Simply save your file once the language labels are amended for re-import. To import the file back into Gold-Vision use the Import button. You will receive an email confirming...
How to prepare your data for importing
How to prepare your data for importing on Gold-Vision 8....
Configure Activity Page
In groups select Accounts. Close modal Menu Title – enter a title which will appear in the portal navigation eg. Account. Access – allows you make the space visible to...
Emails Overview
...See Brand Overview for more information on Brands. Email Types Close modal Type – Select the type required – Standard Email, Automated Email or Follow up Email. The Standard Email...
