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Articles tagged "sources" returned 36 results.
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Create Data Source
To create a new Data Source click on the Data Sources list and click on the plus button at the top right-hand side. Close modal Choose the object that you...
Modern Authentication Overview
...Authentication to give users access to workstations, network resources and other services within the environment. This legacy authentication approach is not seen as secure enough as online services become widely...
Using Privacy Actions in Gold Vision GDPR
...Data Administrator via the Privacy Dashboard. Personal details contained in data sources will also be removed and will also be deleted from any Data Sources into which the contact has...
Capture, Manage & Nurture Exhibition Leads
Lead lists can be created for various sources. In order to track lead conversion from specific sources it can be useful to setup multiple lists to capture where your leads...
Intro to Lead Management
...This is especially useful when you have data from multiple sources, for instance exhibitions, web leads and office enquiries. There are a number of options when managing your leads and...
Create a ‘Cherry Picked’ source
...and then press save: Close modal Alternatively, you can click the New icon on your Sources list and then follow the steps above: Close modal You can also add individual...
Create a campaign source
Campaign Sources are flexible, reusable lists that can be created for use with Gold-Vision Connect, mail merges or to simply export the data to a CSV file. Close modal Creating...
Review invalid recipients
...Sources Contacts can be removed from the Campaign Source by clicking on the Recipients tab, then clicking the Exclude Recipient icon that appears when you hover over a recipient. You...
Homepage
Gold-Vision CRM Get started with CRM with this simple guide. Gold-Vision Marketing All the help you need to create your first campaign with Gold-Vision Marketing. Resources Find upcoming webinars, product...
Automated Email
...more about the differences between Static and Live Data Sources. If your chosen Data Source was Live then you can select the Set automation actions button. When contact is added...
