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Articles tagged "using_portal" returned 244 results.
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Connecting to your ZoomInfo Account
...GUI using admin credentials with API access. Go to Admin Portal > and click Generate New Key. You are provided with a Client ID and a Private Key. Transfer the...
Using Account records
...address. For more information on how to do this, please visit Using Account and Contact Addresses. Add Notes to an Account Notes can be added to the account record by...
Using DocuSign Integration
...against the required Gold-Vision item Close modal 2. Choose Save to file output and click Generate document If using Chrome – Click to copy the path and paste it into...
Tips, Web Clips & More
...videos Marketing 4 videos Events 4 videos Projects & Time 2 videos Reports 1 video Portal 4 videos Design 6 videos Data 6 videos Upgrading to Gold-Vision 8 2 videos...
Gold-Vision On-Premise Technical Requirements
...plan File API Document Storage Please follow the below recommendations if you require to capture files for the following: Gold-Vision Portal Aster API end points Info NOTE The File Api...
Using the Adobe Sign Integration
...Gold-Vision item Close modal 2. Choose Save to file output and click Generate document If using Chrome – Click to copy the path and paste it into Windows explorer –...
Using Appointments to manage diaries
...the outcomes of your sales meeting by using the Outcome drop down field: Close modal Info Appointment Outcome options can be changed in the Settings area. Filter Apointments View Team’s...
Using a Postman Collection
...Postman software. It has everything to get you started all you need to do is complete the URL, Client ID and Client Secret then you can start using Gold-Vision RestFul...
Using the QuickBooks Online integration
1. Gold-Vision Account to Quickbooks Online Customer Based on the specific Alerts pre-configured, Gold-Vision Accounts can be pushed to QuickBooks Online Customers using different methods: In the example below the...
Using Office 365 Contact Synchronization
Close modal Using Office 365 Contact Sync Your Gold-Vision Administrator will need to follow the instructions to Enabling the 365 synchronisation before you can use this functionality. To use the...
