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Articles tagged "de-duplicate" returned 20 results.
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Intro to Lead Management
...lead list and create leads by using our default view. Configure and design the default view using the Settings and Screen Designer to add fields you will commonly use in...
Importing your data
...We recommend importing a small number of sample rows (and check the results) before you embark on a new, large import. When doing this, save the import definition – then...
Introduction to Importing Leads
The Lead Management module provides an ideal environment for working on data outside of the main Gold-Vision system. For example, you may wish to keep a number of lists for...
Preparing your Lead Data
...and email address, or alternatively you may have full Company and Contact details. Check your Data Firstly, decide which fields in the imported list will subsequently be linked to fields...
Preparing your data
...– see web clip Convert Unicode characters Does your data contain Unicode characters? If your data contains characters such as £ á Á é É í ó ü ß you...
Lead Management Settings
...modal Info Checking Invalidate Lead emails already in Gold-Vision will flag any Leads as duplicate if the are also in Gold-Vision. This makes them invalid when added to a Campaign...
Sage 200 Integration Overview
...duplicate processes and allows you to send invoices faster, with all of your information in one central place. Sage 200 Integration for Gold-Vision CRM Sage is a business accounting...
Review invalid recipients
...list of displaying all invalid recipients as well as detailing the reason why the contact is showing as invalid, such as ‘Missing Email Address’ Close modal You can then click...
Merging Accounts Or Contacts
...Target) and include sub items such as Opportunities and Activities. By checking the ‘Delete source after merging’ checkbox, you will be left with one record – removing a duplicate without...
Product News
Product Updates Introducing the all-new Gold-Vision Marketing Explore Gold-Vision Marketing in its entirety, from initial research through to development and product features – this blog has everything you need to...
