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Articles tagged "service_account" returned 212 results.
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Managing your Leads
...to Promote it to your main Gold-Vision database where it becomes an Account and Contact. Close modal You will have option to create new records (e.g. Account, Contact, Opportunities and...
Configuring Sites
...Field and save your Screen Design changes Close modal Adding Sites Section to the Account Screen Add the Sites Section to your Account screen design so that Users can view,...
Managing Activities
...to an account records alongside their roles by selecting the Add Member option Delete an Activity Account records can be delete by selecting Delete from the Action Menu. Info Please...
How to Configure Portal Account Page
A guide on how to create and configure the Portal Account page...
Report, Calendar, Map and Flows view
...Accounts in a Map view. Close modal Clicking on a pin will highlight the Account in the legend. To open the Account record click the Account Icon. Grouping and sub-grouping...
Touch Point Rules
...a linked OnMonitoring or Lead Forensics account If you plan to track your email marketing you need a Gold-Vision Connect account If you wish to use Touch Point categories these...
Managing your Sage 50 integration
...that has been created in the admin console. For example, if an account is pushed through to sage with a specific account manager, this can create an alert in SAGE....
QuickBooks Online Integration Overview
...is accurate at all times. QuickBooks Online Integration for Gold-Vision CRM QuickBooks Online is an Accounting System typically used in small-medium sized businesses. CRM and Accounting systems are often...
Sage 200 Integration Overview
...view of your customers from within Gold-Vision. Standard modules available as part of your integration Create new Sage customer from Gold-Vision account Push Sage customer information to linked Gold-Vision account...
Using the Xero Integration
Push a Gold-Vision Account to Xero Contact Based on the company requirements the Gold-Vision Accounts can be pushed to Xero using different methods: In the example below the Account is...
