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Articles tagged "contact_sync" returned 207 results.
Page 13 of 21
Power searching
...set to Partner Referral. To achieve this you would use the ! symbol. For example, !Partner referral. BLANK FIELD Example: All contacts where there is no email address. For example, search for [null] NOT BLANK...
Advise the customer that their subscription is due
...a name and a description. Select the object the date is associated with eg Contact/Profile Enter the Subject line and body of the email You can add information from Gold-Vision...
GDPR Definitions
...This is a Gold-Vision object that holds any Privacy rules applied and also requests made by each data subject (Contact/Lead) Privacy Notice Provided – Records that a Privacy Notice has...
Configuring the Generic Phone Integration
...modal 5. Testing To test the integration follow the steps below. Enable the phone integration for your own user following steps 3 and 4 above Open the Contact list (from...
Eventbrite Integration Overview
...Gold-Vision automatically. Promote Engage your customers before and after your events. Send an automated invitation campaign, or contact confirmed attendees, using Gold-Vision Connect. The all-in-one solution makes all event information...
Generic Phone Integration Overview
...phone call from within Gold-Vision is quick and easy! Once configured, you can simply click on a phone number linked to one of your accounts or contacts and your phone...
Lead Forensics Integration Overview
...point scoring. 3 Key Benefits of our Lead Forensics Integration A powerful combination – The combination of Gold-Vision’s Touch Point Scoring, lead lists, account, and contact information alongside the ability...
Creating Templates & Template Tags
...from any item that is linked to it (e.g. from a Quote, you can output field data from an Opportunity, Contact or Account) Ability to output a table of data...
Configure your Lead Screens
...Name Last Name Contact Phone Mobile Email Adding Fields Additional fields can be added to the screen, including the fields on your cvs file and new user defined fields. Fields...
Mail Tracking Settings
...particular user inbox with a pre-defined mail form. Contact Gold-Vision support for further details. Opt-In Only Folders If specified, these sub-folders in a users mailbox will only be scanned if...
