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Articles tagged "contact_sync" returned 207 results.
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Configuring DocuSign Integration
...to enable this contact DocuSign Support here. Required prerequisites for two-factor authentication: Contact/User valid email address Contact/User valid mobile phone number Please Note: Gold-Vision integration with DocuSign will use the...
Using LiveChat Integration
...example a new Opportunity or a new Activity. If you use Gold-Vision for Customer Support Teams, your Contact Activities are likely set up as Support Tickets. The Contact Activity can...
Introduction to Sites
...Contact Opportunity Quote Project Profile Activity (Account, Contact, Opportunity & Project) Campaign Event Event Session The address details for Gold-Vision records are now held in the Site record. Users can...
Letter Campaigns
Using the Letter Media type for a campaign stage enables you to create and print individual, personalised letters to your contacts. Using Contact template tags, you can automatically add the...
Configure Activity Page
...Roles– allows you make the space editable to contacts with the user roles selected. Restrict Access by Contact ownership – allows you to restrict access only to the Contact of...
Configuring Modern Authentication for Office 365
...Office 365 or the recommended version of EWS. User Impersonation must be enabled. This is set against the Mail Tracking settings page and Calendar Synchronization settings page with the field...
Configuring Modern Authentication for Gmail
...Impersonation must be enabled. This is set against the Mail Tracking settings page and Calendar Synchronization settings page with the field name ‘Disable EWS Impersonate’ (field must be unticked). Configure...
Connecting to your ZoomInfo Account
To start syncing data you will need to connect Gold-Vision to your ZoomInfo account. Info You will need a valid ZoomInfo account with access to the Enterprise (Enrichment) APIs. Click...
Connect reporting
...syncs up with Gold-Vision automatically, allowing you to use it to create Follow-up stages in Gold-Vision campaigns based on the data gathered. Follow-up Stage Activity A follow-up stage could involve...
