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Articles tagged "event" returned 61 results.
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Import TPS (Telephone Preference Service ) Data
In Gold-Vision Administrator users can import a of phone numbers that are included on the Telephone Preference Service. This will will prevent users to make phone contact and also to...
Mail Tracking Settings
...in the “domain.com” domain. Internal Email Domains Internal email domains format = domain.com multiple can be comma separated. This is important to prevent tracking of internal mail. Mail Forms Information Associates a...
Preparing your data
...Excel workbook Check your data for commas The most common file type imported is a .csv created from Excel. If commas are present in the file, this will prevent the...
Setup GDPR In Gold Vision
...for example an opportunity is won or an attendee has been added to an event. Close modal An example of an Opportunity Won interaction. Close modal Lead List Rule This...
Using Gold-Vision
The Basics Sales Campaigns & Connect Profiles Projects & Time Events Reports Portal Not sure what to do? Our support team is ready to help Raise a Support Ticket All...
Using your Sage 200 integration
...to which the quote will eventually be pushed as a sales order. This also restricts the products available when building the quote to those sourced from the corresponding Sage 200...
Managing your Sage 200 Integration
...which control the integration, are discussed with the implementation team when the integration is being configured. In the event of a query or error regarding the integration, there are several...
Using your Sage 50 Integration
...which the quote will eventually be pushed as a sales order. This also restricts the products available when building the quote to those sourced from the corresponding Sage 50 Company....
Gmail Integration Overview
...Syncing your Gmail Calendar with Gold-Vision means you will receive alerts from your action centre for scheduled events or appointments. The action centre also allows you to see your day...
Google Mapping Integration Overview
...who to visit and how and where to travel and organise events. Google Maps Integration for Gold-Vision CRM Integrating Google Maps with your CRM also enables your sales teams to...
