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Articles tagged "data" returned 184 results.
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Data bridge import
Data Bridge for Gold-Vision CRM Enable automated importing of sets of data into Gold-Vision, to create and/or update records. The Data Bridge allows imports of multiple data sets from different...
Data Bridge
Data Bridge for Gold-Vision CRM Enable automated importing of sets of data into Gold-Vision, to create and/or update records. The Data Bridge allows imports of multiple data sets from different...
Preparing your data
The key to a successful data import is the preparation of your data. Following these steps will help ensure there are fewer errors in the files which are returned to...
Create Data Source
...that you want to use to create your data source and make your selection from your data and click Next. Close modal Give your Data Source a name: Close modal...
Monitor And Manage Privacy Data
...supplementary information. If a Contact requests access to their personal data this can be actioned in the Contact record. The request can then be actioned by person responsible for data...
Viewing Data Sources
...you can choose to Move the Data Source to an existing folder or create a new folder: Close modal Deleting a Data Source If a data source is not linked...
Preparing your Lead Data
...use (for example) a Data Cleansing Agency to update your Lead data, you need to add an extra column to your CSV file called Control Column. See Updating an Import...
Data Sources Overview
...and then add them to a Data Source. Or you can create a new Data Source from the view menu. Close modal Data Sources have two types; Static and Live....
Downloading the Data Import Tool
...the Data Import tool. Download the Data Import Tool Go to Settings (Gear icon) → Lead Management Settings → click the ‘ Data Import Tool’ link to download. This short...
Personalise emails with data tags
...data tag in your email template, double click in the space within a text block where you would like to insert the data. Select Data Tags and select the option...
