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Articles tagged "target" returned 24 results.

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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...

Sales and Forecast Lists

...Note: Only Quotes that are Included in Opportunity are shown and Seminar Bookings that are Confirmed Tip Target Charts can be created from all of the above lists Target Charts...

Configuring LiveChat Integration

...“Data types”. Paste the copied value in the “Target URL”. Select “Add a Webhook” button. Close modal Copy the “Chat Ended Webhook” value from Gold-Vision. When a chat ends in...

Sales Reports

...and PDF file formats. You can also create charts based on the Sales and Forecasts lists and Sales Target Charts based on predefined targets set by your Gold-Vision Administrator Create...

Lead Forensics Integration Overview

...can carry out targeted email marketing campaigns based on which visitors are looking at which pages of your website. Sales teams can prioritise your hottest leads straight away using touch...

Eventbrite Integration Overview

...and Connect tools you can target specific contact lists for specific events and send targeted emails, before and after your event. Gold-Vision allows you to track the success of your...

Touch point automation

...point Score of 50, for example, add them to your nurture Campaign Source. This ensures you are delivering relevant messages to specific targets at the right time As part of...

ZoomInfo Integration Overview

...unique criteria and then copy the ZoomInfo URL directly into Gold-Vision. Streamline Communication – Once you have the relevant details in Gold-Vision you can nurture leads and email targeted communications....

Manage your Sales Team Introduction

Pipeline management Set performance targets for your entire organisation, per team or per person. The Opportunities module provides a central hub for quotes and activities, allowing you to work more...

Google Mapping Integration Overview

Close modal   Gold-Vision’s integration with Google Maps allows you to quickly identify the location and density of customers and target leads so you can make more informed decisions on...