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Articles tagged "service_account" returned 212 results.
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Manage Event Bookings
...and Select New Booking. Complete the Fields on the New Booking Screen to select the Account, Contact and Event and Save. From the Booking Screen you can create bookings for...
Configuring Engagement Scores
Adding Engagement Columns to your default List View Your administrator will be able to add Engagements History & Trend columns to the default list view on your Account, Contact &...
Adding & Viewing Engagement Scores
...– LinkedIn in Invite = OneUp LinkedIn Connection = TwoUp Viewing Engagement Scores In the Account, Contact & Lead list view you can view: – Engagement History shows a trend...
Product News
...and 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...
Creating An Opportunity
...from the New Item Menu From Gold-Vision click the plus button then select Opportunity Close modal Option 2 – from the Account record From the Account record click on the...
Creating & Using Notes
Notes can be created against any item within the Account and are used to record important Account related information. Create a Note Close modal Close modal Note Options Stick –...
Touch Points introduction
...reach out to them at just the right moment. Close modal Historical Touch Point Reporting Your Gold-Vision Administrator can add a section to your screen design for either an Account...
Using Touch Points
Import Touch Points When a touch point is imported, Gold-Vision will see if the data matches any existing Account, Contact or Lead records. Info The touch point screen will be...
Lead Forensics Integration Overview
...Powerful insights The integration with Lead Forensics automatically matches website visit activity to existing leads and accounts inside Gold-Vision, giving you the power to quickly identify the businesses that visit...
Data Sources Overview
...field to use from that record, or All Records Account Contacts which will include all contacts from the Account associated to that record. Advanced Options will allow you to set...
