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Articles tagged "The Basics" returned 386 results.
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Using Account records
...type that you would like to link to the Account, select the Relationship then click Add. Close modal Creating Multi-Select Links Use the Select button on a list to...
Lead nurture
...Start Run. Close modal It’s really easy to set up the rest of the Stages, and there can be as many as you like! Continuing with our example, the next...
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...
Configuring LiveChat Integration
...Display Mappings User Set Up Enable the LiveChat Integration Contact the Gold-Vision Support Team and they will be able to activate the integration. Configure LiveChat Integration Go to Settings and...
Automated Connect campaign
...of the month and time, such as “Day 15 of the month at 10:00” or choose the first ‘day’ of the month and time, such as “First Tuesday of the...
Connect Email Design Tool Changes 2023
...not be possible to transfer templates from the legacy designer over to the new drag and drop tool. We have made these changes at the earliest opportunity to give you...
Configure Alerts Introduction
...the Owner of the Activity at the time and date as set in the Due Date field. These two types of Alert can only be created through the Gold-Vision user...
Managing your Leads
...to Approval Required you can Request Promotion Close modal The List Owner can then see the Lead on the Leads Pending Promotion list and can promote the record as above....
Configuring Sites
...field will automatically be added to the Account Primary and Billing address and Contact address above the First line of the address: Close modal Close modal Info Please note the...
How to use the legacy drag & drop design tool
...of the screen: Elements, Content and Defaults. Close modal Across the top of the editor you also have access to some additional options: Save, Apply template, Print, Send Preview, Preview...
