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Articles tagged "data_privacy" returned 187 results.
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Account Portal Management
...main navigation. Data Endpoints – You can add API end-points to use on your own site which connects with Gold-Vision for example Leads. To add a Menu Page Close...
Using Loqate Email Validation
...records at a time to send for validation. Items with a validation status from Pending through to Fully Validated will all appear in the Validated Data screen in Settings. Close...
Configuring Loqate Email Validation
...The first step is install the Loqate Integration from our storefront. Open the Integrations menu Select Loqate Data Validation Install Close modal Or, similarly on your Lead screen: Close modal...
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...
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
...from 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...
Gold-Vision Technical Requirements
...chosen location with datacentres in the UK and Canada Class-leading backup, restore & disaster recovery processes Committed to security and quality backed by ISO 27001 accreditation Gold-Vision On-Premise For an-on-premise...
Create Dashboards or Menus for your team
Create Homepage Dashboards or Menus for your team and make them public. This will help to make sure everyone is working from the same sales data. Dashboards can be created...
Creating a Quote
...menu. Financial Entity Financial Entities are a solution primarily to handle Company data sets of a number of financial packages Gold-Vision integrates with (e.g. Sage, Exchequer) Financial Entities can be...
Duplicate Scoring
Lead Management has some advanced deduplication facilities, and checks incoming data for duplication within the imported list, between imports and in Gold-Vision. When duplicates are found, two fields are calculated....
