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Articles tagged "overview" returned 81 results.
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How to send an email with Connect
...recipients by selecting Attachments and uploading the relevant file. Recipients tab This tab gives you a final overview of your recipients. This is really useful for things like last minute...
Run and re run a stage
...can go into your campaign stage overview and select the play icon at the top of the page: Close modal Whichever way you choose to run your campaign stage, the...
Configuring Time
...Widgets You can also configure Widgets in Screen Designer, click on the New Section and Select Add Overview Close modal You can then click on the Create New Widget button...
How To Setup Sales Target
Gold-Vision gives you the ability to setup your own Sales Targets which is a great way to keep your Sales Teams focused and provide an overview on how your business...
Configuring the Generic Phone Integration
...for making a call that is pre-authenticated to the current user. Overview There are five steps involved in setting up a Generic Phone integration, summarised below. Enabling the Generic Phone...
Configuring Loqate Address Lookup
Overview The Loqate integration is quick and easy to setup and enables users to search for and validate addresses directly from within the product when creating or editing items. In...
Configuring the Lead Forensics Integration
Overview Lead Forensics is a software that reveals the identity of your anonymous website traffic, and turns them into actionable sales leads. In real-time. You can filter this data into...
Using Lead Forensics Data
Overview Once you have setup the integration, the data feeds into the Touch Points list in Gold-Vision. You can access this list as below : Close modal The Touch Points...
Configuring Gmail Calendar Synchronisation – Basic Authentication
Close modal Overview Please note: For information on configuring Gmail Calendar with Modern Authentication, please click here. Gold-Vision allows integration with your Gmail mailbox. Enable Calendar Synchronisation to form a...
Configuring Gmail Mail Tracking with Basic Authentication
Overview Please note: For information on configuring Gmail Mail Tracking with Modern Authentication, please click here. Centralise your emails and appointments and keep your CRM up to date without having...
