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Articles tagged "single-sign-on" returned 178 results.
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Configuring Engagement Scores
...screen. To add a Section, navigate to Settings, Screen Design and Select the record you want to add the section to. Close modal Click for more information on Screen Design....
Lead nurture
...how you would create a lead list in Gold-Vision and an automated template in Gold-Vision Connect before the event, ready to send to everyone you speak with on the day....
Simple Time Management
...please visit Configuring Time page How to Log Time in Gold-Vision Option 1 Click on the Log Time / Unit Button Close modal Option 2 Go to Actions Menu and...
Creating A Document
...to find out more about sending documents for online signatures via Adobe or DocuSign. Viewing Documents Documents can be viewed in the Documents section against an item. Close modal...
Tips, Web Clips & More
...Stories British Chambers of Commerce Palletline View all Web Clips An introduction to Gold-Vision 8 Gold-Vision 8 screen design Configuring time How to create a new campaign How to create...
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...
Create a Lead List
...from the New Menu Close modal Or from the View Menu go to Lead Lists and then use the New icon. Close modal You will have the option to use...
Correspondence
The Correspondence section in Gold-Vision displays the all emails and notes items for quick visibility of all correspondence for specific Gold-Vision records. To view the Correspondence section on Gold-Vision records...
Creating a Project
Creating A New Project There are different ways to create Projects in Gold-Vision: Option 1 – from the New Item Menu Click on the Plus icon and select Project: Close...
Linking Purchased Time
...and select Log Time/Unit: Close modal Log Time From the Time Section Find the Time Section the Gold-Vision record and click on the Log Time option: Close modal The Log...
