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Articles tagged "using_contact_sync" returned 319 results.
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Contact Support
Raise a Support Ticket All requests are logged with our support team and you will receive a response shortly. Raise a ticket Or Contact the Support Team Chat online, send...
Introduction to Sites
...Contact Opportunity Quote Project Profile Activity (Account, Contact, Opportunity & Project) Campaign Event Event Session The address details for Gold-Vision records are now held in the Site record. Users can...
Manage Your Day
...including Account Activities, Contact Activities, Project Activities and Opportunity Activities. Then, enter a summary, select a type, set a start and due date with reminders and choose an owner. Once...
Data Sources Overview
...If you need to use Live Data Sources then contact Gold-Vision Support to enquire about upgrading your subscription. You can choose whether to use the Record contact and which Email...
Adding & Viewing Engagement Scores
Adding Engagement Scores When adding a note to the Correspondence area you can select a score using the Score Change arrow keys. In this video we will show you how...
Preparing your data
...1, Address 2, Address 3. Spilt Contact Names If First and last names have been stored together they should be in two columns Firstname and lastname. You can do this...
Creating A Document
Gold-Vision can generate Word documents from almost any item by using predefined Word Templates (.dot) files. Templates are also used when running letter-based mail campaigns. The template file may contain...
Welcome new customers
...series such as the example below: Close modal Running a Welcome Email Series The series includes a welcome email, an introduction to help and support contact details, an event calendar...
Using Loqate Address Lookup
...up for a Loqate account. This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with flexible payment options. How to use...
Using Google Mapping
...Google Mapping comes on a subscription basis, please contact us for more information about the pricing for this. Creating a Map View The ‘Map’ view option has been added to...
