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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...
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...
Using Account records
Close modal The Account main menu enables users to perform different actions to the Account record: Edit an Account Account records can be edited by clicking on the Edit Icon...
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...
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...
Configuring the Lead Forensics Integration
Overview Lead Forensics is a software that reveals the identity of your anonymous website traffic, and turns them into actionable sales leads. In real-time. You can filter this data into...