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Articles tagged "event_leads" returned 106 results.
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Creating An Opportunity
...Menu then click on Forecast Info Please note that forecast list in Gold-Vision includes values from Events and Bookings as well. Security Visibility of opportunities can be controlled via the...
Using Bulk Replace
...Tip: Lists within Accounts, Contacts, Events, Opportunities, Quotes and Activities can be bulk-replaced. Multi Select – Bulk Update You can multi-select lines to bulk replace field data for those selected...
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....
Connect reporting
...to the activity for a follow-up call. From these activities the sales team may create either Opportunities, Appointments or Event bookings to track ROI from the initial email. Close modal...
Import TPS (Telephone Preference Service ) Data
In Gold-Vision Administrator users can import a of phone numbers that are included on the Telephone Preference Service. This will will prevent users to make phone contact and also to...
Mail Tracking Settings
...in the “domain.com” domain. Internal Email Domains Internal email domains format = domain.com multiple can be comma separated. This is important to prevent tracking of internal mail. Mail Forms Information Associates a...
Preparing your data
...Excel workbook Check your data for commas The most common file type imported is a .csv created from Excel. If commas are present in the file, this will prevent the...
Setup GDPR In Gold Vision
...for example an opportunity is won or an attendee has been added to an event. Close modal An example of an Opportunity Won interaction. Close modal Lead List Rule This...
Using Gold-Vision
The Basics Sales Campaigns & Connect Profiles Projects & Time Events Reports Portal Not sure what to do? Our support team is ready to help Raise a Support Ticket All...
Using your Sage 200 integration
...to which the quote will eventually be pushed as a sales order. This also restricts the products available when building the quote to those sourced from the corresponding Sage 200...
