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Articles tagged "contacts" returned 100 results.
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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...
Introduction to Gold-Vision Portal
...will see how the… Account page can act as a self-service area for customer to view and update details based on Account, Sites, Contacts and Profile details. Activity page allows...
General
...‘show all brands on contact preferences’ option controls whether all brands from Marketing are shown in the Marketing Preferences screen section against your Contacts in Gold-Vision CRM. Close modal...
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....
Configuring Engagement Scores
...& Lead screen. Close modal Click for more information on updating the List Design. Tip The Trend column can also be added against other lists these include:- Activities, Appointments, Contacts,...
Adding & Viewing Engagement Scores
...60 days. Close modal Info The Trend column can also be viewed against other lists these include:- Activities, Appointments, Contacts, Forecast, Opportunities, Projects, Product Sales, Profile, Quotes & Sales lists....
Email Automation
...Bounced email. These scores pass back into the CRM into the Engagement Scores section against Contacts and Accounts. Info Read more about Engagement Scores in Gold-Vision CRM. There are two...
Mail Tracking
...with a comma as shown above. Send an Email from Gold-Vision There are different options to send emails from Gold-Vision: 1. Click on the contact’s email address – this will...
Create Event Sessions
Create Event Sessions Sessions can be added to Events, for example a training day with workshops/speakers, from the New Icon menu shown below. A Session can help to track who...
Create a Delegate List
Create Event Sessions Sessions can be added to Events, for example a training day with workshops/speakers, from the New Icon menu shown below. A Session can help to track who...
