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Articles tagged "link" returned 102 results.
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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...
Importing your data
...link to a file containing the logs showing the number of rows imported and an explanation of any errors Import Preview Any rows that have failed will be highlighted in...
Mail Tracking Settings
...internal domains option defined above), but it can be configured if required (for example to link internal mails to project or activity records in Gold-Vision). This option is disabled by...
Preparing your Lead Data
...and email address, or alternatively you may have full Company and Contact details. Check your Data Firstly, decide which fields in the imported list will subsequently be linked to fields...
Tax Codes
...already been set up by selecting the Tax Code and clicking the Edit Icon. Close modal Tip Tip: Tax Codes that you have created will link to Opportunities, Quotes and...
Using the Eventbrite Integration
...Gold-Vision will show the Attendee Name and the Account of the Contact who made the Booking – the buyer. By clicking on Open Booking, you view the Attendees linked to...
Configuring Google Analytics Integration
...The integration automatically adds campaign tracking codes to your email links, helping you to accurately measure campaign effectiveness and adjust accordingly. To read more on this, please visit Google Analytics...
Using Loqate Address Lookup
Postcode Lookup Postcode look-ups can be set-up as an automated link from your Gold-Vision which is updated every day from Royal Mail’s Postcode Address File (PAF®). Click here to sign...
Using Lead Forensics Data
...list in Gold-Vision is designed to collate data from multiple sources in a single view so that rules, scoring and follow up actions can be created. Links to the Touch...
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...
