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Articles tagged "promotion.Lead" returned 108 results.
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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...
Lead capture
...modules for automated lead capture: Marketing Automation, Lead Management, Touch Points, web tracking, alerting How to set up Lead Capture Step 1 Set up your web tracking touch points in...
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...
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...
Configuring the Lead Forensics Integration
...key to your Lead Forensics account manager and ask for the following: Enable the integration between Gold-Vision CRM and Lead Forensics Set the data feed to automatic Lead forensics will...
Web Form Integration
Lead management can enable the capture of leads into Gold-Vision. You may already have a web form on your website which captures your lead data. Now you can use our...
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...
Lead Management Settings
Lead Management Settings allows you to set, for example, how imported data is displayed and who can create call backs for a Lead (either only the Owner, or anyone). Close...
Import Contacts from Office 365 into Gold-Vision
...and contact and a lead because for a lead, you will not have an option to sync Leads with office 365. Close modal Skipped Contacts The ‘Skipped contacts’ are those...
