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Articles tagged "contact_sync" returned 207 results.
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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...
Create Data Source
...All Records Account Contacts which will include all contacts from the Account associated to that record. Advanced Options will allow you to set whether this data source is to include...
Engagement Overview
...Engagement scores offer insights against Accounts, Contacts & Leads. List View – You will be able to view the Engagement History and Trend on your Account, Contact & Lead lists....
Managing your Leads
...to Promote it to your main Gold-Vision database where it becomes an Account and Contact. Close modal You will have option to create new records (e.g. Account, Contact, Opportunities and...
Creating A Document
...to the document and save it. Close modal Tip Tip: Documents generated on a Contact record will save in the Documents section of the Account. Download If the user chooses...
Easy Navigation Tips
...were on the Contacts page of the Project, clicking the item in the Recent Events will take you to the specific page you last accessed. https://mycompany.goldvisioncrm/item/PRJ-1?page=contacts Close modal Pages in...
Managing Activities
...Activity to another Gold-Vision item from the link button Close modal Email from an Activity Email the Contact by clicking on the Activity Contact’s email address Creating new items from...
Campaign Introduction
...What do I want to name this particular campaign? 3. Create a Stage How do I contact them? 4. Add a Source Add who I want to contact. 5. Run...
Welcome new customers
...series such as the example below: Close modal Running a Welcome Email Series The series includes a welcome email, an introduction to help and support contact details, an event calendar...
Brand Settings
...which your emails can be sent. Email Contact Preferences When managing their preferences or subscription, recipients can choose to opt in or out of preferences you add here. Offering preferences...
