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Articles tagged "update" returned 93 results.
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Creating Home Page Dashboards
...you can then Edit to view and update the Widget settings. How to access Click on the Gold-Vision logo (top left of the screen) or select the View menu and...
How to create a drag & drop template
...on. Close modal You can also make a copy of a template if you like the design and just want to update a few areas. To copy a template, follow...
Add Widgets to a Home Page Dashboard
...Dashboard or Widget you can then Edit to view and update the Widget settings. Move Click to Move the Dashboard or Widget to another tab. Edit Click to display the...
ZoomInfo Integration Overview
...to create new Accounts, Contacts and Leads. Minimises errors – Data is immediately updated in the record and the fields are automatically populated. Accurate data – ZoomInfo provides valid Company...
Configuring the ZoomInfo Integration
Overview ZoomInfo software provides access to contact details and company profiles which can help with lead generation. The integration enables you to update Gold-Vision Contacts and Leads from ZoomInfo with...
New Brand
...the top right or on the New Brand icon on the screen. Close modal You will then be able to update the Brand details. Close modal Info A subscription to...
General Navigation
...search criteria. Sort Use the sort options to filter items in the required order, by Name, Created by or Created or Updated Date. You can then choose Ascending or Descending...
Viewing Data Sources
...Folder, Status, Type, Item Type or Created or Updated Date. Your Data Source Folders are also visible: Close modal Use the Plus icon to create a new folder: Close modal...
Search, Sort & View
...Use the Sort options to filter items in the required order, by Name, Created by or Created or Updated Date. You can then choose Ascending or Descending order. Close modal...
Landing Page Forms
...right. Close modal Form Name – Give your form a name. Provider – the URL will automatically default in this field and can be updated. Lead List – Click on...
