Search Results
Articles tagged "contact" returned 195 results.
Page 12 of 20
Configuring the ZoomInfo Integration
Overview ZoomInfo software provides access to contact details and company profiles which can help with lead generation. The integration enables you to update Gold-Vision Contacts and Leads from ZoomInfo with...
Introduction to Gold-Vision Portal
...will see how the… Account page can act as a self-service area for customer to view and update details based on Account, Sites, Contacts and Profile details. Activity page allows...
Manage your Sales Team Introduction
...Close modal Mobile CRM Sell, contact and manage your relationships on the go. Get access to your live CRM information on any device, including integrated data from operational systems Click...
Managing Opportunities
...the Opportunity Contact directly from Gold-Vision. Print an Opportunity Click Print if you would like to print the Opportunity details. Watch our web clip to see how to manage...
Managing Quotes
...Contact from within Gold-Vision. Reorder Products Use this option if you want to order product in a custom way or by field Close modal Reset Product Prices If the product...
Re Assign An Opportunity To Another Account
...Opportunity to then save the Opportunity record Close modal Tip Tip: When you have selected an Account to move the Opportunity to, make sure you select a new Contact....
Address Lookup
...is updated every day from Royal Mail’s Postcode Address File (PAF®). This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with...
Creating Appointments
Create a New Appointment Appointments can be created from the New Menu or from the Plus Menu against Account, Contact, Activity, Opportunity and Project records: Close modal Or users can...
Brand Overview
...Info A subscription to Gold-Vision Marketing has 3 tiers; Free, Starter and Plus. If you need more than one brand then contact Gold-Vision support to enquire about upgrading your subscription....
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...
