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Articles tagged "configure" returned 99 results.
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How To Use Reference Numbering
You can configure automatic reference numbers for items within Gold-Vision via Reference Number Settings within the Settings area. Each item type supports an independent ‘expression’, made up of tags, that...
Using Standard Paragraphs in Advanced Mode
...Settings search for Standard Paragraphs, click new, enter name, the text Close modal Once created the paragraph can be added to the screen design. Select the field → Configure Close...
Importing your Leads
...begin. Close modal What Next? Configure the Lead Screen Configure your Lead Screen using the Screen Designer. Lead List Settings From the View menu → Lead Lists → Select the...
Introduction to Importing Leads
...Gold-Vision Data. Importing Leads Steps Configure Lead Management Settings Prepare your data Download the Data Import Tool Import your Leads 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...
On Save Alert
The alert will execute when the user clicks Save on the item, either when the item has been created or updated. Alert Go to Setting click on Configure Alerts, choose...
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
...screen, 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...
Using LiveChat Integration
...information in the Chat window (depending on how LiveChat has been configured). In this example, the Contact’s email address is in Gold-Vision so we can now see their Job Title...
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...
