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Articles tagged "configure" returned 99 results.
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Data Bridge
...will 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...
Enable Portal Access
Contact Screen Design Access to the Portal is enabled via the Contact record in Gold-Vision. The Administrator user needs to add the Portal Section to the Contact record screen in...
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....
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...
