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Articles tagged "Upgrading to Gold-Vision 8" returned 356 results.
Page 8 of 36
Using LiveChat Integration
...created, click the Refresh button in the chat to display the new information. Close modal Creating Gold-Vision Items There is also the option to create new Gold-Vision items – for...
Gmail Integration Overview
...Gold-Vision allows you to track email conversations under accounts and contacts. This makes it easier for multiple team members working with the same lead or customer to keep up-to-date with...
The New Gold-Vision Home Page
Your New Gold-Vision Home Page The Gold-Vision Home page gives you immediate access to your Activities, Appointments and your company Notice Board, alongside your Dashboards. You can access your Home...
Account Portal Management
...main navigation. Data Endpoints – You can add API end-points to use on your own site which connects with Gold-Vision for example Leads. To add a Menu Page Close...
Gold-Vision Connect Whitelisting
Whitelisting Email whitelisting is an important process to improve email marketing efficiency and deliverability. Many email clients and ISP’s are using filters to block unsolicited, spam, and promotional emails. Gold-Vision...
Configuring Gmail Calendar Synchronisation – Basic Authentication
...permission settings to ‘Make and Manage sharing’ → Save Close modal Set calendar settings in Gold-Vision admin console (In Gold-Vision) Settings → Users → Click on a User → Click...
Managing your Leads
...are made in the system, Gold-Vision will automatically compare all Lead records for duplicates. Gold-Vision will search all imported Lead lists as well as main Account/Contact records for duplicate matches....
Creating Accounts & Contacts
...only be accessed by the selected Account Manager and Gold-Vision Administrators. Email Domains Enter email domain(s) for the Account, e.g. gold-vision.com (after the ‘@’ symbol). Any email containing this email...
Web Form Integration Overview
...Close modal Now that we have the details for the customer on Gold-Vision we are able to use our intuitive Leads functionality to process the customer through our Gold-Vision lifecycle....
Downloading the Data Import Tool
The Data Import tool enables the Gold-Vision Administrator to import large amounts of data into Gold-Vision. You will need to have access to Settings → Lead Management settings to download...
