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Articles tagged "leadmanagement" returned 9 results.
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Intro to Lead Management
With Gold-Vision’s Lead Management Tool you can capture, de-duplicate, score, qualify and allocate your leads with ease. Use the tool to manage your leads separately from your main Gold-Vision data....
Configure your Lead Screens
When a list is imported a new, default screen layout is generated each time. Note – Each imported list has its own associated screen design, which will be used whenever...
Lead Management Settings
Lead Management Settings allows you to set, for example, how imported data is displayed and who can create call backs for a Lead (either only the Owner, or anyone). Close...
Downloading the Import Tool
Importing Leads uses the same import tool as importing data in to Gold-Vision. See Downloading the Data Import Tool for more information. Info You will need to be a Gold-Vision...
Lead List CSV Import
The Lead List Import CSV button allows you to quickly and easily import Leads into a List. Tip Leads imported using the Import CSV button cannot be subsequently updated. You...
Introduction to Importing Leads
The Lead Management module provides an ideal environment for working on data outside of the main Gold-Vision system. For example, you may wish to keep a number of lists for...
Preparing your Lead Data
The Gold-Vision Lead Management facility can be used to import a wide variety of different List formats. For example, you might have a list with just Company name, Contact name...
Updating an Import
There might be occasions when you need to update your Lead import. For example the data might have been cleansed/updated or you have some additional Leads from the same source....
Importing your Leads
Files can be imported into Lead Management in separated text formats such as CSV or tab delimited. Leads Import On the Data Importer click the Leads Imports tab – Start...