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Articles tagged "design_portal" returned 153 results.
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Using stock templates in Connect
...Drag & Drop to open the design space. Select ‘Click here to copy to another design’ and select the Stock Templates tab. Here you will see the library of stock...
Landing Page Forms
Landing pages can contain forms, the data from which will feed back into as a lead into a Gold-Vision Lead List. In the Design tab, Edit your Template and drag...
Filtering Sublists
...Sublist Columns. Adding Filters to your Sublist Filters can be added to a Sublist by configuring the list in the Screen Designer. This can be accessed by hitting settings and...
Gold-Vision 8 Upgrade Planning
...in your version 7. Categories – will be migrated as your version 7. Correspondence – notes and emails. Note – within the screen designer you will need to add the...
Create a Lead List
...the Default view if you haven’t created your own Lead List Design in the Settings area. – Designing Lead Screens. Enter the details and Save your new Lead List –...
Connecting to your ZoomInfo Account
...GUI using admin credentials with API access. Go to Admin Portal > and click Generate New Key. You are provided with a Client ID and a Private Key. Transfer the...
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...
Gold-Vision On-Premise Technical Requirements
...plan File API Document Storage Please follow the below recommendations if you require to capture files for the following: Gold-Vision Portal Aster API end points Info NOTE The File Api...
Automated Connect campaign
...Close modal Once created, simply design your mail shot template as normal by either embedding your HTML or creating a new design using the drag and drop editor. Tip From...
