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Articles tagged "using_contact_sync" returned 319 results.
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Using the ZoomInfo Integration
In Gold-Vision when creating a new Account, Contact or Lead you can click the What’s Next prompt to import the data from ZoomInfo. Close modal You will then get a...
Using The Flows View
...the criteria of your view click to change using the Setup button. Tip Pin a filtered Flow view to a menu or homepage for quick access as filters will be...
Using Standard Paragraphs in Advanced Mode
...For example, to add the Payment Terms: Payment Terms: {{OP_UD8_ID.para}} Close modal Using Standard Paragraphs in Standard Mode Add the code to your Template as above but prefix with P:...
Using your Sage 200 integration
...You will build a Gold-Vision quote using standard Gold-Vision functionality. If you have a multi-company Sage integration, you will also need to select the financial entity at the time of...
Using Lead Forensics Data
...in a single view so that rules, scoring and follow up actions can be created. Links to the Touch Points documentation is as below: Touch Points Introduction Using Touch Points...
Using Events
Who is it aimed at? Anyone who is managing Events in Gold-Vision What does it cover? During this webinar we will cover how to create and manage Events in Gold-Vision...
Connect reporting
...syncs up with Gold-Vision automatically, allowing you to use it to create Follow-up stages in Gold-Vision campaigns based on the data gathered. Follow-up Stage Activity A follow-up stage could involve...
Touch point automation
...you can use automatic activities and alerts to make your life easier: Automatically create a ‘Showed interest in new product’ Contact Activity when a Contact has read a particular blog...
Configuring LiveChat Integration
...Mappings Close modal You can set this for Accounts and Contacts as well as for Leads by searching for Display Mapping in the Settings area. Close modal Accounts and Contacts...
