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QuickBooks Online Integration Overview
...to: Creating a new QuickBooks Online Customer from a Gold-Vision Account Create QuickBooks Online Estimate and/ or Invoice from a Gold-Vision Quote Search for QuickBooks Online products within Gold-Vision Import...
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...
Manage Event Bookings
...and Select New Booking. Complete the Fields on the New Booking Screen to select the Account, Contact and Event and Save. From the Booking Screen you can create bookings for...
Configuring Modern Authentication for Office 365
...name ‘Disable EWS Impersonate’ (field must be unticked). Configure Azure Application 1. Navigate to https://www.office.com/?auth=2&home=1 2. Login using an Admin Account that has access to Azure Active Directory. 3. Select...
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...
Configuring Engagement Scores
Adding Engagement Columns to your default List View Your administrator will be able to add Engagements History & Trend columns to the default list view on your Account, Contact &...
Adding & Viewing Engagement Scores
...– LinkedIn in Invite = OneUp LinkedIn Connection = TwoUp Viewing Engagement Scores In the Account, Contact & Lead list view you can view: – Engagement History shows a trend...
Using the Adobe Sign Integration
...saved in your eSign document area. Tip Tip: if you need to change the sender details, you will need to edit your Adobe account holder name in account settings. What...
Configuring the Adobe Sign Integration
...box, click Save, then the integration should be live. Close modal Social authentication Once the installation has been completed each user will have to Authenticate with the Adobe Sign account,...
Creating An Opportunity
...from the New Item Menu From Gold-Vision click the plus button then select Opportunity Close modal Option 2 – from the Account record From the Account record click on the...
