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Articles tagged "data" returned 203 results.
Page 12 of 21
Configuring Loqate Email Validation
...The first step is install the Loqate Integration from our storefront. In Settings select Integrations Select Loqate Data Validation Install Close modal Configure Settings Click on Manage against Loqate once...
ZoomInfo Integration Overview
...to create new Accounts, Contacts and Leads. Minimises errors – Data is immediately updated in the record and the fields are automatically populated. Accurate data – ZoomInfo provides valid Company...
Gold-Vision Marketing | Getting Started
...the fundamentals of creating eye-catching email templates. Creating a Data Source: Discover the differences between Static and Live data sources, and learn how to create and manage them effectively. Sending...
Automatically creating Project Activities
...Manage Data Settings Provide the following details: Activity Name Owner Type To set the start date to two weeks after the project is created, enter the following syntax in the...
Mobile Device Access
...screen, presenting a streamlined version of the platform. You’ll have access to the same data, features, and options as on the desktop version—nothing is lost. To use Gold-Vision on your...
Asana Fuse Integration Overview
...Asana. ✅ Boost productivity with unified workflows – Eliminate manual data entry and reduce errors with a connected workflow from deal close to delivery. ✅ Track progress and performance with...
WhatsApp Integration Overview
...merge fields to include customer names, appointment times, contract details, or any CRM data, making every communication personal and relevant. ✅ Complete message tracking –View all sent WhatsApp messages in...
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...
Email marketing introduction
Connect is Gold-Vision’s integrated email marketing module, offering all the benefits of a professional high-volume email marketing application without the headaches of managing an extra database. Close modal Info To...
Configuring the Adobe Sign Integration
...almost any item by using predefined Word Templates (.dot) files. The template file may contain Gold-Vision “tags”, which are substituted with the corresponding item data – for example name and...
