Preparing your data

The key to a successful data import is the preparation of your data. Following these steps will help ensure there are fewer errors in the files which are returned to...

Create Data Source

...want to use to create your data source and make your selection from your data and click Next. Close modal Give your Data Source a name: Close modal Data Source...

Data

Updates

...zero probability opportunities and not the full list of opportunities. It is now possible to use the Closed-Won State for Quotes as filters for Quote widgets. When date data is...

Viewing Data Sources

...you can choose to Move the Data Source to an existing folder or create a new folder: Close modal Deleting a Data Source If a data source is not linked...

Using Secure Notes

...database with encryption so that the data cannot be read if unauthorised database access were to take place. Additional visibility can be configured so that the note can only be...

Preparing your Lead Data

...use (for example) a Data Cleansing Agency to update your Lead data, you need to add an extra column to your CSV file called Control Column. See Updating an Import...

Configure QuickBooks Online integration

...Online Estimate Enable this Module so that Gold-Vision Quotes will be sent to QuickBooks Online as Estimates Edit Mappings lets you choose which Gold-Vision Quote fields data you want to...

Loqate Address Lookup Integration Overview

...and is the most reliable way to capture accurate address data and ensure data quality in your system. Loqate Integration for Gold-Vision CRM Bad data is just as bad as...

Data Sources Overview

...and then add them to a Data Source. Or you can create a new Data Source from the view menu. Close modal Data Sources have two types; Static and Live....