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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
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Portal View – Examples
...your Gold-Vision Account. Notes can also be added to your Activity. Close modal Info Please Note – Changes to Gold-Vision fields shown in the Portal will synchronise with the Portal....
Gold Vision Import Report
...in Gold-Vision. On the final step before starting an Import via the Gold-Vision Import Tool, ensure that the ‘Email a report and a link…’ option is checked and the email...
Welcome new customers
...and finally a follow up call from their Account Manager. By ensuring that you have set up and started your automated email templates in Gold-Vision Connect, it takes just minutes...
Configuring Gmail Calendar Synchronisation – Basic Authentication
...two-way link between Gold-Vision and Gmail Appointment creation and management. Configuring your Gmail Integration There are 2 options available when setting up your Gmail integration with Gold-Vision: (Option 1) Create...
Logs & Log Settings
...to users. DataTransferService_yyyy_mm_dd.txt – Log for the Gold-Vision Data Service, which synchronises data to and from Gold-Vision Connect, including mailshots and delivery, click-thru and bounce back data. ThirdPartyData_yyyy_mm_dd.txt – Log...
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...
Lead nurture
...how you would create a lead list in Gold-Vision and an automated template in Gold-Vision Connect before the event, ready to send to everyone you speak with on the day....
Facebook Integration Overview
...by setting up Facebook rules within Gold-Vision. For example, Gold-Vision can be set to automatically create new leads for any followers interacting with your page or posts on Facebook who...
Generic Phone Integration Overview
Close modal The Generic Phone integration allows users to dial numbers from directly within Gold-Vision by simply clicking on them. Generic Phone Integration for Gold-Vision CRM Making a...
