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Articles tagged "Data Management" returned 240 results.
Page 10 of 24
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...
ZoomInfo Integration Overview
...to create new Accounts, Contacts and Leads. Minimises errors – Data is immediately updated in the record and the fields are automatically populated. Accurate data – ZoomInfo provides valid Company...
Using Contact records
...recorded against: Contacts, Activities, Appointment, Opportunities, Quotes, Profiles, Projects, Events, Campaigns and Emails. To find out more about using categories visit the Categorise Your Data page. Categorise Your Data page....
User Defined Reporting
...a formated report that provides options for saving to Word, Excel or PDF. Choosing Export Data will provide an unformatted CSV download of the raw data. Tip Tip: Users can...
Touch Point Rules
...we want to create a Lead so this box is ticked. Close modal Linking When a Touch Point is imported Gold-Vision will try to match the data against Contacts, Accounts...
Email Recipients
Click on the Add Recipients button, to include the recipients who will receive this email. Close modal Click on the Add Data Source button and this will open all data...
Automation Overview
Info Email reacts to data changes. This button controls how the email behaves for send based on whether the data source that you have used for your recipients...
Sage 200 Integration Overview
Close modal Gold-Vision’s integration with Sage 200 allows you to connect your business processes and synchronise your accounting data. This integration saves you time by eliminating the need to...
Configure Secure Fields
...stored in the database with encryption so that the data cannot be viewed if inappropriate database access were to occur. Add a Secure Field To add a new Secure Field,...
Duplicate Scoring
Lead Management has some advanced deduplication facilities, and checks incoming data for duplication within the imported list, between imports and in Gold-Vision. When duplicates are found, two fields are calculated....
