Search Results
Articles tagged "system" returned 87 results.
Page 9 of 9
Updates
...show the Touch Point Score as column Leads Lead list now loads all lists in the system Total Leads count updates correctly after Leads are being deleted Main View Menu:...
Role Management
...you can select which roles will have access/editability. Close modal Pressing the + on Access will bring up a list of all Roles on the system, simply click on each...
Configuring Modern Authentication for Office 365
...online must be present as an Enterprise Application. User must be a system administrator in Gold-Vision in order to add the Azure Registered Application. Calendar settings should be set to...
Knowledge Hub Courses
...the basics of Gold-Vision CRM and its interface. By the end of the course you will be familiar with Gold-Vision’s homepage setup, how to navigate your way around the system,...
Configuring the ZoomInfo Integration
...in the top right hand corner of the screen, you must be a system administrator to access the integrations. Close modal Scroll through the integrations and click to select ZoomInfo....
Configuring Modern Authentication for Gmail
...must be a system administrator in Gold-Vision in order to add the Azure Registered Application. Calendar settings should be set to Office 365 or the recommended version of EWS. User...
Disabling & Deleting Users
Info Disabling a user removes the user from your enabled licences. To disable a user click on Settings, select Users. Close modal Click to open the user record, select Edit...
