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Articles tagged "using_contact_sync" returned 319 results.
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Power searching
Power searching allows users to filter lists with a range of searches such as: ANDSearch Example: filtering Accounts with Industry set to Manufacturing AND in United Kingdom. Here you could filter using...
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
...Settings Enter the Dialler URL using the below parameters as required {TelephoneNumber} {Extension} If a number is required for an outside line enter this in the Dial Out Number Save...
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
...can carry out targeted email marketing campaigns based on which visitors are looking at which pages of your website. Sales teams can prioritise your hottest leads straight away using touch...
Introduction to Gold-Vision Portal
Who is it aimed at? Anyone looking to improve customer experience via a Portal to display key data to customers using your Gold-Vision CRM. What does it cover? An introduction...
Introduction to Gold-Vision Portal
Who is it aimed at? Anyone looking to improve customer experience via a Portal to display key data to customers using your Gold-Vision CRM. What does it cover? An introduction...
Introduction to Gold-Vision Portal
Who is it aimed at? Anyone looking to improve customer experience via a Portal to display key data to customers using your Gold-Vision CRM. What does it cover? An introduction...
Managing Opportunities
...Opportunity Actions Add Notes to an Opportunity Notes can be created against an opportunity to record updates and conversations using the Note Icon. Close modal Notes can be added to...
