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Articles tagged "match-key" returned 83 results.
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Retired Versions
...you wish to discuss your upgrade. Key retirement areas for Gold-Vision 7 product are: ActiveX Controls are used for a number of features, used in combination with Internet Explorer....
Introduction to Gold-Vision Portal
Who is it aimed at? Anyone looking to improve customer experience via a Portal to display key data to customers using your Gold-Vision CRM. What does it cover? An introduction...
Configure Alerts Introduction
...site explains the key areas of setting up and managing alerts. Configure Alerts Choose the Alert Type On Save Alert – When a Gold-Vision item is saved, if specified criteria...
User Configuration
...Users area. Close modal You can then create the new user, the following key fields are required:-. Core info – First name, last name, email address, NT Account, team and...
Configuring LiveChat Integration
...the scopes related to “chat” Entity ID is the LiveChat Login Token is the LiveChat API Key Adding Webhooks in LiveChat This is a one-off process that you will need...
Screen Designer
...clip to see how to add sections: Resizing Sections You can click on the bottom right hand corner of any section to display the arrow keys then click and drag...
Marketing automation introduction
...10,000 Connect Email credits. Gold-Vision’s Marketing Automation module consists of two key concepts: automating Gold-Vision Campaigns and Touch Point alerting: Campaign automation Automate your Gold-Vision Connect campaigns and use them...
Lead capture
...a set of pages that you’ve identified as key. The best time to contact a lead is when they have already decided to spend time looking at your company. Imagine...
How to send an email with Connect
...help you track the progress and responses to your mail shot. You will also be able to see key data in Gold-Vision against the Campaign Stage, such as open rates...
Manage your Sales Team Introduction
...here to find out more. Close modal Sales automation Set reminders for key account management tasks (e.g. contract renewals) Automatically qualify out opportunities after a period of inactivity Create...
