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Articles tagged "lead_capture" returned 114 results.
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Importing your Leads
...begin. Close modal What Next? Configure the Lead Screen Configure your Lead Screen using the Screen Designer. Lead List Settings From the View menu → Lead Lists → Select the...
Web Form Integration Overview
Gold-Vision web form integration can automatically update the Lead management area in Gold-Vision with new leads. You may already have a web form on your website which captures your lead...
Lead Scoring
Why use Lead Scoring Combine Touch Points with Lead Management to create a marketing lead scoring system resulting in fully qualified leads. It’s a great way to work out which...
Assigning Leads
Assign individual Leads Leads can be assigned from within a Lead record to another user. Click on the Actions menu within a Lead Close modal Click Re-assign Lead Choose a...
Updating an Import
...that you can save time by avoiding the need to Map fields and re-design the Lead Management Screen, and you will just have one lead list. Having an Identical Lead...
Introduction to Importing Leads
...Gold-Vision Data. Importing Leads Steps Configure Lead Management Settings Prepare your data Download the Data Import Tool Import your Leads Configure your Lead screen Assign leads Qualify, progress leads, promote...
Touch Point Rules
...Points Enter a name, category (if using), score and action type Close modal Lead Import You can automatically create Leads from Touch Points. To do this you must tick the...
Configure your Lead Screens
...Area select Screen Design, form the Lead List Screens select the relevant lead list screen. Close modal Info The new Lead screen is based on the default Lead screen, this...
Preparing your Lead Data
...before commencing The data is in an acceptable format for initial insertion into Lead Management Tips Create a unique reference number for your leads – this could be crucial if...
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...
