Lead Forensics Integration Overview

...the touch point scores allow you to find high-quality leads and prospects and better understand user behaviours. If you are new to Lead Forensics, sign up here. Lead Forensics Integration...

Configuring the Lead Forensics Integration

...key to your Lead Forensics account manager and ask for the following: Enable the integration between Gold-Vision CRM and Lead Forensics Set the data feed to automatic Lead forensics will...

Managing your Leads

Viewing Leads All Leads can be viewed from the View → Leads. You can also view Leads from specific Lead Lists. View → Lead Lists. Select My Leads to view...

Touch Point Rules

...a linked OnMonitoring or Lead Forensics account If you plan to track your email marketing you need a Gold-Vision Connect account If you wish to use Touch Point categories these...

Capture, Manage & Nurture Exhibition Leads

...or individuals. View How to Assign Leads. View How to Assign Leads 7. Start Working With Leads Use our Help to start working with leads, creating call backs adding notes...

Creating A Lead

...can be configured per Lead Management List. View Leads in the Leads List To view all of the Leads created against your list select the View Leads icon. Close modal...

Lead Forensics

Using Lead Forensics Data

Overview Once you have setup the integration, the data feeds into the Touch Points list in Gold-Vision. You can access this list as below : Close modal The Touch Points...

Intro to Lead Management

...them to a Lead Nurture series of emails. Marketing Automation makes this very easy and hassle free. Lead Reporting – View lead progress using Gold-Vision dashboards. Improve lead measurement and...

Create a Lead List

Before you can start to capture your leads you will need to create a Lead List to keep your leads in order. Create a Lead List Create a Lead List...