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Articles tagged "contacts" returned 100 results.
Page 5 of 10
Setup GDPR In Gold Vision
...Privacy Rule. Close modal The rule types available are: Close modal Account Rule This allows you to apply a purpose to Contacts based on the account type (relationship). Select the...
Using the Eventbrite Integration
...this Booking, i.e. when one person booked tickets for multiple people. Re-assigning Contacts Gold-Vision will show the Attendee Name and the Account of the Contact who made the Booking –...
Using DocuSign Integration
...by email when the document has been signed. Tip Tip: If the document is sent to multiple contacts Complete in order tick box will ensure the document is signed in...
Generic Phone Integration Overview
...phone call from within Gold-Vision is quick and easy! Once configured, you can simply click on a phone number linked to one of your accounts or contacts and your phone...
Enable Portal Access
...access to the Portal Enable Portal Access for Contacts Go to the Contact record you want to give access to the Portal Select the Portal Section click on the Edit...
Configure Activity Page
...Activity Type will be automatically selected when your users create activities from the Portal Access – allows you make the space visible to contacts with the user roles selected. Editable...
ZoomInfo Integration Overview
...to create new Gold-Vision Accounts, Contacts and Leads by coping the URL from ZoomInfo. Benefits of using the ZoomInfo Integration Saves time – Simply paste the URL directly into Gold-Vision...
Create Data Source
...All Records Account Contacts which will include all contacts from the Account associated to that record. Advanced Options will allow you to set whether this data source is to include...
Product News
...Lead, Prospect or Customer. January 2024 Save time with our brand new ZoomInfo Integration which enables you to create new Gold-Vision Accounts, Contacts and Leads by copying the URL from...
Using the Xero Integration
...pushed to Xero on creation: Close modal The Gold-Vision Account can then be accessed from Xero Contacts list. Close modal Info The mapping applied from Gold-Vision to Xero will depend...
