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Articles tagged "data" returned 212 results.
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Mail Tracking & Calendar Troubleshooting
...Scanned Date” field data Azure Registered Application Client Secret During the setup of mail tracking on Gold-Vision, it is necessary to configure the Azure Registered Application Client Secret Key on...
Mastering Sales, Opportunities & Forecasting in Gold-Vision
...sales pipelines, creating seamless quotes, and making data-driven forecasts that drive revenue. What You’ll Learn ✅ Sales Pipeline & Opportunity Management – Track, manage, and progress sales opportunities efficiently with...
Email replies in Connect
...continued safety of your data and communications. We appreciate your understanding as we continue to enhance our platform’s security. If you have any queries on this, please get in touch...
Drive CRM user adoption – turn reluctant users into engaged advocates
...teams and get more value from their investment. This webinar is ideal for sales managers, business leaders, and CRM users who want to harness data to improve decision-making and performance....
Configuring & using the Asana integration
...sync updates back again. CRM items that can be pushed into Asana include: Accounts Projects Opportunities Activities Use case example In this example, the user wants to push Opportunity data...
Configuring & using the Mailchimp integration
...syncs back unsubscribe data back into the CRM. How does the integration work? Contact records in Gold-Vision will be amended to include a ‘Send to Mailchimp’ tick box. These can...
Jira Fuse Integration Overview
...teams (e.g., engineering or product development) by automatically sharing critical information in real time. Shared Data Close modal Info Interested in the Jira Fuse integration? Get in touch with...
SMS Integration Overview
...merge fields to include customer names, appointment times, contract details, or any CRM data, making every communication personal and relevant. ✅ Complete message tracking –View all sent SMS messages in...
Get Ready for Your Festive Comms Using Connect Marketing Automation
...automating email campaigns using Gold-Vision Connect’s Marketing Automation ✅ How Loqate Email Validation to improves deliverability and data quality ✅ Benefits & examples of manual follow-up actions ✅ Tips for...
Get Ready for Your Festive Comms Using Connect Marketing Automation
...and automating email campaigns using Gold-Vision Connect’s Marketing Automation ✅ How Loqate Email Validation to improves deliverability and data quality ✅ Benefits & examples of manual follow-up actions ✅ Tips...