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Articles tagged "using_contact_sync" returned 319 results.
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Portal Management
...data from your Gold-Vision Accounts, Contacts, Sites & Profiles: Contacts – ideal as a self service area for users to add new Contacts, amend job titles, contact details and user...
Preparing your Lead Data
The Gold-Vision Lead Management facility can be used to import a wide variety of different List formats. For example, you might have a list with just Company name, Contact name...
Critical Fields
...site Contacts -First name and Business site Project activities – Project summary Opportunity activities – Opportunity summary Contact activities – Contact Quotes – Opportunity summary Appointments -Primary site Do Critical...
Product News
...functionality. Scroll carousel left Scroll carousel right Release Notes April 2024 Engagement scoring is a great way to determine when the Sales team or Account Manager should get in contact...
ZoomInfo Integration Overview
...to create new Gold-Vision Accounts, Contacts and Leads by coping the URL from ZoomInfo. Benefits of using the ZoomInfo Integration Saves time – Simply paste the URL directly into Gold-Vision...
Create Data Source
...All Records Account Contacts which will include all contacts from the Account associated to that record. Advanced Options will allow you to set whether this data source is to include...
Brand Settings
...options that you specify here. Info See Emails Overview for more information on using Contact Preference Types with your Emails. Archive your brand If you no longer require...
Simple Time Management
Users can log time against Gold-Vision records to track how much time has been used to complete tasks. Time is entered by users using the Log Time functionality and the...
Filtering Sublists
...would in a main Gold-Vision list, by clicking in them and typing or alternatively using the filter buttons. Close modal You can also add columns to your Sublist using the...
