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Articles tagged "pre-defined" returned 171 results.
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Importing your data
Data import step by step Once you have prepared your data and downloaded the import tool, click to start a new import: Select the Import Type Select your file. Note:...
Mail Tracking & Calendar Troubleshooting
...where the service account provided to Gold-Vision is not present in the same Exchange domain as the mailbox it is trying to scan. Check Mail Scanning Enabled per User There...
Outlook Plugin Troubleshooting
...plugins and prevent them from loading. Follow the steps below to check and enable. Open Outlook Select “File” from the ribbon Ensure the “Info” tab is select from the dialog...
Configuring the SharePoint Online Integration
...must first consider migrating your documents into Sharepoint Online before configuring the integration or you will lose the existing links to your documents. Prerequisites You will require the below in...
Connect Email Design Tool Changes 2023
...new drag and drop templates. How can I prepare? To prepare for these changes, we suggest that new email templates are created using the new drag and drop tool as...
Team Management
...press the ‘Edit’ button. From here, you will be able to rename the Team. You can also delete a Team by pressing the ‘Bin’ Icon and selecting ‘Yes’. Close modal...
Email Design
Click on the Design button to build your Email content. Click Browse designs. Close modal Choose from your previously created Brand Templates, copy the content from an earlier Email or...
Web Form Integration
...prioritise them in your main Gold-Vision database. Prerequisites You will need to meet the pre-requisites for a Portal You will need to decide on the method to integrate your web...
Product Settings
...opportunity, only administrators will be presented with an Open menu option, allowing further editing. The purpose of this is to ensure that historical sales information may be protected – especially...
Lead nurture
...you speak to them at the event. Close modal Tip You can select a previous list design to clone to save you time Tip Gold-Vision has been designed with...
