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Articles tagged "configure" returned 98 results.
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Introduction to Importing Leads
...Lead Import Tool… Configure Lead Management Settings Prepare your data Download the Import Tool Importing your Leads Updating an Import Configure your Lead screen Assign leads Qualify, progress leads, promote...
Mail Tracking Settings
...must be configured per-user under the ‘Users’ section, please click here to find out more. Close modal In the Mail Tracking Settings complete the global controls as following: Close modal...
Setup GDPR In Gold Vision
...marked as either “Personal” or “Sensitive” within the Screen Designer area in the Settings area. Typically, you will want to configure Contact fields. Close modal Within Field Security you...
Configuring DocuSign Integration
...please click continue. Close modal Then you will be able to configure the integration from the Manage menu: Close modal Close modal After you have clicked Configure, you will be...
Generic Phone Integration Overview
...phone call from within Gold-Vision is quick and easy! Once configured, you can simply click on a phone number linked to one of your accounts or contacts and your phone...
Data Bridge
...will be imported exactly to your requirements. Close modal Configure Our Data Bridge experts will then configure the import jobs ensuring everything matches your requirements including trigger alerts and workflow...
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...
Portal Management
...inventory of items and more. Configure Account Page Activity Page Activity pages are designed to display data from your Gold-Vision Account records and all types of Activities including: Account...
Data bridge import
...be imported exactly to your requirements. Close modal Configure Our Data Bridge experts will then configure the import jobs ensuring everything matches your requirements including trigger alerts and workflow from...
Configuring Modern Authentication for Gmail
...service Account. The user must have access to the Google Cloud Platform. The user must have access to the Admin section of the Google Apps Dashboard. Configure email Service Account...
