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Articles tagged "profiles" returned 16 results.
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How Can I Use Profiles?
...profiles are… Multiple profiles can be created against an Account and Contact. Profiles make it easy for you keep records up to date. Expiry dates can tigger alerts to remind...
Using Account records
...How to Create Activities How to Create Appointments How to Create Opportunities and Quotes How to Create Profiles How to Create Projects How to Create Notes How to Create Sites...
Portal Management
...determine where data will be pulled from Gold-Vision Choose Account if you want to display data from Accounts, Sites or Profiles or choose Activities if you want to display Gold-Vision...
Import types
...opportunity reference (or name if unique). Opportunities Notes Adding opportunities with notes, or adding notes to existing opportunities. Account name or reference, opportunity reference, note summary. Profiles Importing profiles to...
ZoomInfo Integration Overview
Close modal ZoomInfo software provides access to valid contact information and company profiles. It can also help find leads based on your unique criteria settings. The integration enables you...
Data Sources Overview
Data Sources replace Campaign Sources for Marketing but work in a similar way to campaign sources, e.g. you can filter to a group of contacts, accounts, profiles or other object...
Configuring the ZoomInfo Integration
Overview ZoomInfo software provides access to contact details and company profiles which can help with lead generation. The integration enables you to update Gold-Vision Contacts and Leads from ZoomInfo with...
Portal View – Examples
...chosen Profiles the profile details and fields will be displayed. If you have chosen Sites the site details and fields will be displayed. If you have chosen Activity the activity...
Updates
...You can view a list of Links against an Account When looking at Profiles on a Contact screen, the correct information is now displayed Site No error when you update...
