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Articles tagged "sales" returned 119 results.
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Role Management
...on the New button Role group Name – Where you enter the name for your Role Group, for example “Sales”, “Support Team”, etc. Roles – This is where you will...
Loqate Email Validation Integration Overview
...validate emails in Gold-Vision CRM. Setting up the Loqate Email Validation Integration If you are interested in setting up a Loqate integration for your business, please contact our Sales Team....
Drive CRM user adoption – turn reluctant users into engaged advocates
...metrics and feedback loops that help you measure adoption, spot issues early, and build lasting engagement with ongoing support and communication. Who Should Attend? Perfect for sales, marketing, and operations...
Configuring & using the Asana integration
...into Asana as a task to remind the sales team to do follow-ups. The Opportunity is created as normal in Gold-Vision, and a tick box is checked called ‘Send to...
Introducing Gold-Vision Fuse: One engine. Endless integrations.
...simplifies CRM integrations ✅ An exclusive look at our first four Fuse integrations, including Asana, Mailchimp, Company Watch, and Jira ✅ Real-world use cases and benefits for sales, marketing, and...
Using Account records
Close modal The Account main menu enables users to perform different actions to the Account record: Edit an Account Account records can be edited by clicking on the Edit Icon...
How to create and manage Gold-Vision Opportunities
How to create and manage Gold-Vision Opportunities...
