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Articles tagged "Data Management" returned 241 results.
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Lead Scoring
Why use Lead Scoring Combine Touch Points with Lead Management to create a marketing lead scoring system resulting in fully qualified leads. It’s a great way to work out which...
Product Groups
Gold-Vision has the ability to manage your Product database which can be used for quoting purposes. Products can either be imported or manually created. Info Products can be collated into...
Eventbrite Integration Overview
...works within Gold-Vision to aid the management of events, keep track of numbers and bookings, and revenue. Eventbrite Integration for Gold-Vision CRM Say goodbye to mundane event administration when...
Create An Event
...select a site on Gold-Vision for the Event Location. You may hold Events on behalf of or for an Account on your Gold-Vision database if this is the case the...
Configure Activity Page
Once you have installed your Portal, it’s now time to Configure your Activity Page. Activity pages are designed to display data from your Gold-Vision Account records, all types of Activities...
