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Articles tagged "touch-point-alert" returned 112 results.
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Touch Point Rules
...of data which is not advisable. Viewing Touch Points Go to the View menu and select Touch Points. Watch our web clip to see how to create Touch Point rules:...
Using Touch Points
Import Touch Points When a touch point is imported, Gold-Vision will see if the data matches any existing Account, Contact or Lead records. Info The touch point screen will be...
Touch point automation
Use Touch Point Automation With touch point automation, you can automate your alerting based on touch points for any Gold-Vision account, contact or lead. You can then use this information...
Configuring the SharePoint Online Integration
...or conflicts arising from mixed usage Setup There are five steps involved in setting up a Sharepoint Online integration, summarised below. Enabling Sharepoint Online Integration Authenticating with Sharepoint Online Configuring...
Configure Alerts Introduction
...when emails are received which meet certain criteria. Document Alert – Alert on document generated Touch Point Alert – the touch point score will determine the actions of the alert....
Touch Points introduction
Touch points capture interactions that businesses and individuals have with your company and brand. Gold-Vision can score touch points in accordance to their importance to your business. You can combine...
Overview (web, email, social)
...depending on your needs. There are 4 different types of touch points: Web, Email, Social, and Manual. Web Touch Points Web touch points will show you data captured through B2B...
Touch Point Alert
Create an Alert based on a Touch Point score for Account, Contacts or Leads. Example: when a Touch Point score raises over a certain value alert the owner so they...
Legacy Touch Point Settings & Categories
...the interval and retention of touch points and touch point scores. Close modal Touch Point Categories New Touch Point Categories can be set up within the Actions menu. Close modal...
Using SharePoint Online Integration
Introduction Gold-Vision document storage allows users to view and store documents in an external repository. The Sharepoint Online integration allows for your Gold-Vision documents to be stored in a Sharepoint...