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What’s New in Gold-Vision 8
...portal that updates from Gold-Vision in real-time to create a external portal for areas including Customer Support and Account Activity management. There is a range of portal templates which you...
Styling
To make it your own you have the ability to style the Portal to meet your brand criteria. For example: you can add a logo, change the font and colours....
Creating & Using Notes
...you have a portal set-up. The note will appear in the portal once it has been saved. Send Alert – tick this box if you would like to send an...
Configuring Modern Authentication for Office 365
...Against the new tab (Admin center). 6. Select Azure Active Directory again from the left-hand menu – this can be accessed directly here – https://aad.portal.azure.com/ 7. Select App Registrations (directly...
Web Form Integration Overview
Gold-Vision web form integration can automatically update the Lead management area in Gold-Vision with new leads. You may already have a web form on your website which captures your lead...
Configuring Modern Authentication for Gmail
...accessed directly here – https://aad.portal.azure.com/ 7. Select App Registrations (directly accessible here – https://aad.portal.azure.com/#view/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/~/RegisteredApps) Close modal 8. Select New Registration 9. Enter an Appropriate name e.g. ‘Gold-Vision Exchange Access’ then...
Connecting to your ZoomInfo Account
...GUI using admin credentials with API access. Go to Admin Portal > and click Generate New Key. You are provided with a Client ID and a Private Key. Transfer the...
Using Gold-Vision
The Basics Sales Campaigns & Connect Profiles Projects & Time Events Reports Portal Not sure what to do? Our support team is ready to help Raise a Support Ticket All...
