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Search for "portal" returned 32 results.

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Introduction to Gold-Vision Portal

Who is it aimed at? Anyone looking to improve customer experience via a Portal to display key data to customers using your Gold-Vision CRM.   What does it cover? An introduction to the Gold-Vision portal including designing & styling pages together with benefits and examples of the Account & Activity pages along with enabling portal access and 2-way CRM integration.  You will see how…

Introduction to Gold-Vision Portal

Who is it aimed at? Anyone looking to improve customer experience via a Portal to display key data to customers using your Gold-Vision CRM.   What does it cover? An introduction to the Gold-Vision Portal including designing & styling pages together with benefits and examples of the Account & Activity pages along with enabling Portal access and 2-way CRM…

How to Set up the Portal

Guide on how to set up your Gold-Vision Portal

How to Configure Portal Account Page

A guide on how to create and configure the Portal Account page

How to Configure Portal Activity Page

A guide on how to create and configure the Portal Account page

Portal View Examples

Guide on how Gold-Vision Portals can be used

Introduction to Gold-Vision Portal

Who is it aimed at? Anyone looking to improve customer experience via a Portal to display key data to customers using your Gold-Vision CRM.   What does it cover? An introduction to the Gold-Vision portal including designing & styling pages together with benefits and examples of the Account & Activity pages along with enabling portal access and 2-way CRM integration.  You will see how…

Install the Portal

Install In order for you to access the Portal Install your Gold-Vision license will need to be updated and a valid subscription will need to be in place.  Please contact your Account Manager to activate a Portal subscription. In Gold-Vision go to the Integrations Storefront and click Integrations. From the integrations list select Portal, Forms…

Enable Portal Access

Contact Screen Design Access to the Portal is enabled via the Contact record in Gold-Vision. The Administrator user needs to add the Portal Section to the Contact record screen in the Screen Designer: Go to Settings open Screen Designer and select Contact.

Portal Management

Create a new Space In the Settings area search for Portal Management.