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Articles tagged "accounts" returned 77 results.
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Microsoft SharePoint Online Integration Overview
...such as activities and projects, contacts, and accounts. Easy file viewing and editing – Gold-Vision allows users to view a list of files and folders from linked Sharepoint Online folders....
QuickBooks Online Integration Overview
...your transaction history from QuickBooks Online into Gold-Vision Import tax codes from QuickBooks Online into Gold-Vision Import foreign currencies from QuickBooks Online into Gold-Vision Customer integration Create Gold-Vision Accounts that...
Sage 50 Integration Overview
Close modal With the Sage 50 integration, you can synchronise your customers, suppliers, products, and transaction history with Gold-Vision. Your accounts’ key financial status becomes available within CRM. The...
Facebook Integration Overview
...your followers When integrated with Facebook, your CRM can effortlessly allocate touch point scores to accounts, contacts, suppliers, leads and prospects. All of this helps you to understand and measure...
Configuring Modern Authentication for Gmail
...Service Accounts Close modal 5. Select ‘Create Service Account’ Close modal 6. Under ‘Grant this service account access to project’, set the role to ‘Owner’. 7. Under ‘Keys’ select ‘Create...
Configuring Modern Authentication for Office 365
...of the Google Apps Dashboard. Close modal 3. Enter a suitable name e.g. ‘Gold-Vision’. 4. Select IAM & Admin → Service Accounts Close modal 5. Select ‘Create Service Account’ Close...
Creating A Table
...Select Create a New Widget. Choose the Table and select an X and Y Axis. You can also select a Series. The example below shows the number of accounts of...
Teams & security for Sales
Your Accounts might be global but your Sales don’t need to be. Set Opportunity Security Set the security at Opportunity Level to ensure only the right users will be able...
Creating An Opportunity
Opportunities are potential sales or business development with Accounts. Create A New Opportunity There are different ways to create Opportunities in Gold-Vision the most used options are: Option 1 –...
Manage your Sales Team Introduction
...Team & data security management Allow users to access accounts, opportunities or projects related to their role, whilst shielding other areas of CRM Remove/hide all references to unavailable/confidential data or...
