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Articles tagged "follow-up_rule" returned 139 results.
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Single Sign On
What is Single Sign On? Gold-Vision 8 makes use of a more secure Single-Sign-On (SSO) system. Gold-Vision SSO includes Two-Factor Authentication providing the following benefits… Helps the user experience. Provides...
User Configuration
...area. Close modal Setting up a New User (Cloud) If we host your Gold-Vision in the Cloud please contact our Support Team with the following details so we can setup...
User Mail Tracking Setup with Basic Authentication
...user which has been setup by your IT Department. Click here to find out how to set this up. Web Service Password The password for the above web service username...
Outlook Plugin Troubleshooting
If you are having trouble installing or viewing the Outlook plugin for Gold-Vision, please follow the guidance below. If you are looking for information on how to download and setup...
Requesting an access token
The Gold-Vision API uses OAuth 2.0 client credentials for authentication, an industry standard protocol for authorization. (https://www.oauth.com/oauth2-servers/access-tokens/client-credentials/). To begin working with the API, you will need the following information which...
Import Contacts from Office 365 into Gold-Vision
...address 1 The following fields must be available for Leads to be imported: First name Last name Email address 1 Company Name You can update the contacts individually by using...
Connecting to your ZoomInfo Account
...to select Integrations. Close modal Click to select Manage – Configure. Close modal When you click Configure on the right hand side of the integration you will see the following....
Email Send or Schedule
...Schedule option selected the hours, time of day, day of week or month. Close modal Follow up email Activation Click on Activate to activate the email follow up. Close modal...
Using Appointments to manage diaries
Keep on top of your Sales by managing your diary through Gold-Vision Configure Appointments to record the following information: Appointment type, Outcomes, Follow up, Meeting notes, Reports. Set Appointment types...
Setting up Products with Time/Unit
...ahead and start using this functionality, make sure the following items have been screen designed on the required Gold-Vision records: You need to set your Time Settings to define how...
