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Articles tagged "accounts" returned 79 results.
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Drag email to CRM correspondence
...the email against and scroll down to the Correspondence block. This will work with the following CRM modules: Leads Accounts Contacts Opportunities Quotes Projects Activities Events Close modal Head over...
Email Automation
...Bounced email. These scores pass back into the CRM into the Engagement Scores section against Contacts and Accounts. Info Read more about Engagement Scores in Gold-Vision CRM. There are two...
Engagement Overview
...Engagement scores offer insights against Accounts, Contacts & Leads. List View – You will be able to view the Engagement History and Trend on your Account, Contact & Lead lists....
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...
Configuring Modern Authentication for Office 365
...accessible here – https://aad.portal.azure.com/#view/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/~/RegisteredApps) Close modal 8. Select New Registration 9. Enter an Appropriate name e.g. ‘Gold-Vision Exchange Access’ then select ‘Register’. In this case we would select ‘Accounts in...
Linking Items
...another or another Account in Gold-Vision might be a Head office and other Accounts might be Regional Offices. Links can be created from all Gold-Vision records using the Link icon....
Loqate Address Lookup Integration Overview
Close modal Gold-Vision’s integration with Loqate allows you to get the best address data every time. Address verification from Loqate makes adding addresses to accounts and contacts a breeze...
Changing The Name Of An Item
Item names can be changed in Gold-Vision for instance your organisation may refer to “Accounts” as “Companies”. This can be amended in the Screen Designer area. Close modal Once you...
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...
Using Touch Points
...set up your touch point scoring and define your categories in more detail here. Historical Touch Point Reporting Reporting is available for your Accounts and Leads to show historical Touch...
