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Articles tagged "duplicate" returned 20 results.
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Importing your data
...red, and the reason for the error will be placed in the first column. For example- Empty keys, duplicates or ambiguous matches. If you are happy to proceed, click continue....
Introduction to Importing Leads
...without compromising the existing data, and potentially triggering duplicate alerts. Typically, this data may be in the form of a csv file from and an exhibition you have attended, where...
Preparing your Lead Data
...in the Gold-Vision Account, Contact & Opportunity records etc. It’s advisable to check the following: There are no duplicate column headings within your source data Columns you do not want...
Preparing your data
...your records contain the match keys – if not, split the file Areas such as duplicate identity & match keys, considerations for data mapping and risk assessment need careful attention....
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
...will automatically transfer from being Invalid for the Campaign Type to being Valid Info Recipients will not be duplicated in a Campaign even if they have been added from multiple...
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...
Intro to Lead Management
With Gold-Vision’s Lead Management Tool you can capture, de-duplicate, score, qualify and allocate your leads with ease. Use the tool to manage your leads separately from your main Gold-Vision data....
Product News
...functionality. April 2023 Introducing Dashboard Management which enables users to edit, duplicate and share dashboards with your teams an users, together with updates including an option to copy quotes multiple...
