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Articles tagged "portal_overview" returned 108 results.
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Tasks Overview
Tasks allows you to create a ‘To Do List’ to manage all your digital content. For example, the Marketing Manager may want to assign tasks for team members to create...
Elements Overview
Elements are the building blocks of your Campaign. They may be Emails, Landing Pages or Generic Elements. Close modal...
Engagement Overview
Engagement scoring is a great way to determine when the Sales team or Account Manager should get in contact with a Lead, Prospect or Customer. For example… The sales team...
Automation Overview
Info Email reacts to data changes. This button controls how the email behaves for send based on whether the data source that you have used for your recipients...
Configuring Modern Authentication for Gmail
Pre-Requisites Users must be using GSuite including Gmail business email. GSuite must be setup with a company domain. The GSuite user must be an administrator in order to create a...
Item Reports
...Appointment Summary Activities N/A Opportunities Activities Gantt Chart, Opportunity Overview Quotes N/A Profiles N/A Projects Activities Gantt Chart, Project Overview Campaigns N/A Events Events Overview, Sessions Booking Planner Tip Tip:...
Tips, Web Clips & More
...videos Marketing 4 videos Events 4 videos Projects & Time 2 videos Reports 1 video Portal 4 videos Design 6 videos Data 6 videos Upgrading to Gold-Vision 8 2 videos...
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...
