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Configuring Gmail Mail Tracking

Overview Centralise your emails and appointments and keep your CRM up to date without having to switch back and forth between multiple screens and devices. This integration will automatically track and store your emails and calendar appointments into Gold-Vision from any device, at any time. Configuring your Gmail Integration Navigate to the Users Settings page…

Mail Tracking & Calendar Troubleshooting

Message Advice (401) UnauthorizedLogin Failed Typically this message indicates that a username or password is incorrect within the mail tracking setup. Most mail tracking configurations require a username and password of an user or service account in order to connect to a mailbox. Review the core Mail Tracking Setup guides to learn how to update this information.…

Mail Tracking Settings

Apply MailScan Reset To force the mail scanner to scan back to a specific date, set the date and save. This will affect all users. Email Scan Exclusions Domain names which will be excluded from the mail scan.Format = @domain.com.It is also possible to exclude particular pairs of correspondents – e.g. “@domain.com: fred@mycompany.com” excludes correspondence between…

User Mail Tracking Setup

Gold-Vision can be setup to automatically track emails (and synchronises Appointments, Contacts and Tasks from Microsoft Exchange, Office 365 or Google) by using a service on the Gold-Vision server to access users' mailboxes and track emails. Click here to find out more about setting up the Service User account. When an email is tracked, an entire…

Mail Tracking

How to track emails in Gold-Vision Emails are tracked in Gold-Vision if any of the conditions below are met: Where a Contact has an email address - emails to and from this Contact will be tracked into Gold-Vision.  By adding an email domain against an Account - emails to and from other people at the…

September 2021

Product Enhancements Date Picker & Filter Improvements The date picker now has a simple way of selecting ‘Today’ when setting the date. We have also introduced 2 new options when filtering date fields in lists. Users can select Days/Weeks/ Months from Now or before Now. Use these options when creating charts, widgets, reports.

Twitter Integration Overview

Twitter Integration for Gold-Vision CRM Understand and nurture your existing customers and potential leads with greater clarity. Measure the impact of tweets, retweets, follows and mentions within Gold-Vision CRM. Create defined rules to score brand interactions on Twitter, and introduce social touches into your wider sales & marketing strategy; enabling your team to immediately identify…

Facebook Integration Overview

Facebook Integration for Gold-Vision CRM Score, measure and react to Facebook likes, posts and mentions as part of your broader marketing & communications strategy. Combine Facebook scoring with Twitter, email marketing and website visitor tracking for a complete scoring model. Focus on what matters Stop wasting time endlessly searching through social media with our simple…

Lead Forensics Integration Overview

Lead Forensics Integration for Gold-Vision CRM Make the most of your website by combining the power of Lead Forensics with Gold-Vision CRM to gain real-time leads and rich data intelligence, all in one place. Lift the curtain on anonymous website visitors and supercharge your sales team in the process – increase online marketing ROI and…