Search Results
Articles tagged "The Basics" returned 386 results.
Page 34 of 39
Integrations Pricing
...We aim to keep this page updated at all times and with the latest pricing but we strongly advise contacting us for the most up to date and correct pricing...
Create Dashboards or Menus for your team
Create Homepage Dashboards or Menus for your team and make them public. This will help to make sure everyone is working from the same sales data. Dashboards can be created...
Creating Sales Target Charts
Creating Target Dashboards Target dashboards can be created from the Sales or Forecasts Lists. Firstly, within either menu change the ‘State’ to ‘All’ and select a custom date. Info In...
Manage your Sales Team Introduction
Pipeline management Set performance targets for your entire organisation, per team or per person. The Opportunities module provides a central hub for quotes and activities, allowing you to work more...
Exchequer Integration Overview
...customer data such as addresses and quote/order information. Reduce user access to Exchequer – If your users can access the information they need within Gold-Vision there is a lesser requirement...
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...
Retired Versions
...the loss of Basic Auth (and to an extent Windows Auth) as a third-party validation method. This will impact the current Gold-Vision mail-scanning as their will be a removal of...
Automation Overview
...list for the email is a Static or a Live Data source. If the data source was static, then the options for sending are as shown: If Live then are...
Modern Authentication Overview
...used. Microsoft recognized the high risk associated with Basic Authentication and has pushed for a shift to the more secure Modern Authentication. Timing Basic Authentication support for Office 365 retired...
Overview (web, email, social)
You can view touch points by clicking on the View menu and then selecting Touch Points. You then have the option of filtering the view by All, My, or Team...
