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Articles tagged "configure" returned 99 results.
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Portal Management
...inventory of items and more. Configure Account Page Activity Page Activity pages are designed to display data from your Gold-Vision Account records and all types of Activities including: Account...
Data bridge import
...be imported exactly to your requirements. Close modal Configure Our Data Bridge experts will then configure the import jobs ensuring everything matches your requirements including trigger alerts and workflow from...
Configuring Modern Authentication for Gmail
...service Account. The user must have access to the Google Cloud Platform. The user must have access to the Admin section of the Google Apps Dashboard. Configure email Service Account...
Connecting to your ZoomInfo Account
...to select Integrations. Close modal Click to select Manage – Configure. Close modal When you click Configure on the right hand side of the integration you will see the following....
Importing your Leads
...import will start and the duplication process will begin. Close modal What Next? Configure the Lead Screen Configure your Lead Screen using the Screen Designer. Lead List Settings From the...
Document Storage
Configure Document Storage Document Storage is available within the Settings > Document Storage Gold-Vision can be configured to automatically save documents created from templates to a pre-defined location. Close modal...
Document alerting
...to be a system admin to create an alert. Head to the settings cog in the top right hand corner of the screen and select configure alerts. Here you will...
Using the Generic Phone Integration
...CTI phone systems. To learn more about how the integration is configured please visit the Configuring Generic Phone Integration page. In order to make calls from Gold-Vision users must first...
Capture, Manage & Nurture Exhibition Leads
...to also link these to the Touchpoints area and configure scores based on comments or likes on your pages. Close modal Tip Tip: Leads can be imported from excel spreadsheets...
Intro to Lead Management
...lead list and create leads by using our default view. Configure and design the default view using the Settings and Screen Designer to add fields you will commonly use in...