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Search for "web-tracking" returned 140 results.
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Configuring Modern Authentication for Gmail
Pre-Requisites Users must be using GSuite including Gmail business email. GSuite must be setup with a company domain. The GSuite user must be an administrator in order to create a...
Outlook Plugin Troubleshooting
If you are having trouble installing or viewing the Outlook plugin for Gold-Vision, please follow the guidance below. If you are looking for information on how to download and setup...
Action Centre
Using the Action Centre Recent list Use your Recent list to keep track of where you’ve been and quickly access those items. Use the Action Centre to keep track of...
Correspondence
The Correspondence section in Gold-Vision displays the all emails and notes items for quick visibility of all correspondence for specific Gold-Vision records. To view the Correspondence section on Gold-Vision records...
Using Contact records
Close modal Users can easily manage Contacts within Gold-Vision using the action menu against the Contact record Edit a Contact Contact records can be edited by clicking on the Edit...
Creating A Lead
...a score has been reached to save manual entry. You may want to qualify the data better once the lead is created. Similarly if you have a Webform integration setup...
Lead Scoring
...of your leads are close to being sales ready. Type Web Scoring Automatically score leads based on the interest they show in your business. When a Lead clicks on a...
Preparing your data
...you. This web clip shows you the key points to follow Prepare your data Close modal The first row is a header row that describes the data contained in each...
Setup GDPR In Gold Vision
...via a web form notification. Once the Privacy rules have been setup, click the Bulk Run Privacy Rules option. This will update all existing records in Gold-Vision with the relevant...
Configuring the Eventbrite Integration
...Suffix”. For example, an Event named “GV Webinar” will create an Account called “GV Webinar – Unknown Eventbrite Contacts” to manage unknown Attendees. Per Attendee, a Gold-Vision Account will be...
