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Articles tagged "overview" returned 81 results.
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Modern Authentication Overview
Gold-Vision 8 supports Modern Authentication (OAuth 2.0) for Mail Tracking and Calendar Synchronisation. Basic Authentication Vs Modern Authentication Companies that use Active Directory for identity management have relied on Basic...
ZoomInfo Integration Overview
Close modal ZoomInfo software provides access to valid contact information and company profiles. It can also help find leads based on your unique criteria settings. The integration enables you...
Workspaces Overview
Log in to Gold-Vision Marketing to access your Workspace. Most users will have one workspace which is linked to their Gold-Vision CRM; but if the organisation that you work for...
Campaigns Overview
Campaigns are the area where you set up the Emails, Landing Pages or other Elements of your planned marketing activity. View Campaigns Access the Campaigns list using the icon on...
Data Sources Overview
Data Sources replace Campaign Sources for Marketing but work in a similar way to campaign sources, e.g. you can filter to a group of contacts, accounts, profiles or other object...
Tasks Overview
Tasks allows you to create a ‘To Do List’ to manage all your digital content. For example, the Marketing Manager may want to assign tasks for team members to create...
Elements Overview
Elements are the building blocks of your Campaign. They may be Emails, Landing Pages or Generic Elements. Close modal...
Engagement Overview
Engagement scoring is a great way to determine when the Sales team or Account Manager should get in contact with a Lead, Prospect or Customer. For example… The sales team...
Automation Overview
Info Email reacts to data changes. This button controls how the email behaves for send based on whether the data source that you have used for your recipients...
Item Reports
...Appointment Summary Activities N/A Opportunities Activities Gantt Chart, Opportunity Overview Quotes N/A Profiles N/A Projects Activities Gantt Chart, Project Overview Campaigns N/A Events Events Overview, Sessions Booking Planner Tip Tip:...
