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Articles tagged "connect" returned 70 results.
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Account Portal Management
...main navigation. Data Endpoints – You can add API end-points to use on your own site which connects with Gold-Vision for example Leads. To add a Menu Page Close...
Adding & Viewing Engagement Scores
...– LinkedIn in Invite = OneUp LinkedIn Connection = TwoUp Viewing Engagement Scores In the Account, Contact & Lead list view you can view: – Engagement History shows a trend...
Capture, Manage & Nurture Exhibition Leads
...using the Gold-Vision import tool. For instance you may have captured leads during an exhibition via a scanner. 5. Send Email Campaign Follow Up Use Gold-Vision Connect to setup a...
Introducing Gold-Vision Fuse: One engine. Endless integrations.
Tired of clunky, time-consuming CRM integrations? Meet Fuse, Gold-Vision’s powerful new integration engine that makes connecting your CRM to the tools you already use faster and easier than ever. Join...
Introducing Gold-Vision Fuse: One engine. Endless integrations.
Webinar Description Tired of clunky, time-consuming CRM integrations? Meet Fuse, Gold-Vision’s powerful new integration engine that makes connecting your CRM to the tools you already use faster and easier than...
SMS Integration Overview
Close modal Connect SMS to Gold-Vision CRM Automate customer communications with SMS messages triggered directly from your CRM activities and opportunities. Use SMS to engage audiences, accelerate sales and drive...
WhatsApp Integration Overview
Close modal Connect WhatsApp to Gold-Vision CRM Automate customer communications with WhatsApp messages triggered directly from your CRM activities and opportunities. Use WhatsApp to engage audiences, accelerate sales and drive...
How to Set up the App Password for Google / Gmail Accounts
Gmail accounts will require 2-Step Verification (2SV) set up and an App Password generated in order for the Mail Tracker to successfully connect with a Gmail mailbox. Google Account Setup...
User Mail Tracking Setup with Basic Authentication
...mail tracking settings records will have to be updated accordingly to ensure mail tracking is working as expected. Testing the Connection to the Mailbox To confirm the details are correct...