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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
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Merging Accounts Or Contacts
...Target) and include sub items such as Opportunities and Activities. By checking the ‘Delete source after merging’ checkbox, you will be left with one record – removing a duplicate without...
Using Account records
...Links to an Account Setting links and relationships between Account records and other Gold-Vision items can be done by clicking the links icon on the Account menu. Select the item...
Create a quick campaign
...create a quick campaign from any Gold-Vision or lead management list: Close modal Check over your campaign and, if happy with everything, simply run it. Info When you create a...
Delay sending follow up
You can use the Delay Sending rule in a follow-up stage to delay when the next Stage is sent Example using Gold-Vision Connect You want to send a second email...
Resources
Webinars Book a Gold-Vision webinar or view on-demand. Product News View our latest product releases, & technical updates. Tips, Web Clips & More Take a look at our latest resources...
How to Set up the App Password for Google / Gmail Accounts
...(Custom Name) > Enter Reference for 3rd party app, eg. Gold-VisionCRM then click GENERATE Close modal Copy the app password for use instead of the mailbox password when setting up...
How Do I Export Data?
You may wish to export data from Gold-Vision, for example to produce a monthly sales report to review with your sales team, this can be done by creating a report,...
Automatic Email to confirm a call has been logged
...Enter the Subject line and body of the email You can add information from Gold-Vision eg the renewal date by adding the item data field from the drop down. Close...
Document alerting
...will need to be a System Administrator to view this within your Gold-Vision. Tip Tip: If the alert is not firing check to make sure it is has been activated....
Importing your data
...if your sample import is perfect, you can import your full file. Click the File Field (Source) Cell to map the fields in your CSV file to the Gold-Vision Field...
