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Articles tagged "opt-in" returned 185 results.
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Configuring Gmail Calendar Synchronisation – Basic Authentication
...two-way link between Gold-Vision and Gmail Appointment creation and management. Configuring your Gmail Integration There are 2 options available when setting up your Gmail integration with Gold-Vision: (Option 1) Create...
Landing Page Forms
Landing pages can contain forms, the data from which will feed back into as a lead into a Gold-Vision Lead List. In the Design tab, Edit your Template and drag...
Automated Email
...Automation actions for any Follow up emails if required before proceeding to Send or Schedule. Send or Schedule Use the Automation Sending Options to define the period in which...
Managing Quotes
...Contact from within Gold-Vision. Reorder Products Use this option if you want to order product in a custom way or by field Close modal Reset Product Prices If the product...
Preparing your data
...Company or Contact records that these names match users in Gold-Vision. Drop Down Options Ensure that the drop down options in your spreadsheet match those in GoldVision otherwise new drop...
Managing your Leads
...Lead If you discard a Lead you will have the option to Remove yourself as the owner, or keep it in your name. Close modal Info The default Leads list...
Report, Calendar, Map and Flows view
Gold-Vision data can be viewed in a variety of formats in the system. From the views drop down options users can select which view is required. Close modal List...
Creating A Document
...Download option a copy of the document will then be downloaded to the local machine. Send as Email If the user chooses Send as Email option a copy of the...
Simple Time Management
...please visit Configuring Time page How to Log Time in Gold-Vision Option 1 Click on the Log Time / Unit Button Close modal Option 2 Go to Actions Menu and...
Import Contacts from Office 365 into Gold-Vision
...can select to synchronise or unsynchronise individual contacts using the list. You will be informed if the contact already exists in Gold-Vision as above. Use the tabs to determine which...
