Vision Implementation Checklist
Implementing Vision requires multiple steps. Please read each pertinent section carefully.
- Request a Vision instance (database and configuration) from your InsideSales.com agent.
- Provide the required information (see the next section for details).
- We will provision a Vision instance for you and provide unique information for your DNS
- Create DNS entries using the information provided by your InsideSales.com agent.
- Notify your agent that you have implemented the DNS entries.
- We will validate the DNS entries and complete the database.
- Implement Vision with your specific email services (choose one):
- Google Apps Pro
- Office 365
- Microsoft Exchange
- Other Services
- Add Optional Configurations:
- Salesforce Email Relay
- Salesforce Events Sync
- Website Tracking
- Absolute Automation
Find our most recent release notes.
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