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Articles tagged "Data Management" returned 240 results.
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Team Management
Team Management Before you can set up your Users you will need to set up your User Teams, these can be done within Teams in the Settings area. Gold-Vision has...
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...
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...
Updating an Import
...you might at some point use a Data Cleansing Agency to update your data you should add an extra column to your CSV file called Control Column before you import...
Configure QuickBooks Online integration
...Online Estimate Enable this Module so that Gold-Vision Quotes will be sent to QuickBooks Online as Estimates Edit Mappings lets you choose which Gold-Vision Quote fields data you want to...
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...
Data Sources Overview
...and then add them to a Data Source. Or you can create a new Data Source from the view menu. Close modal Data Sources have two types; Static and Live....
Team Management
You can organise your Marketing users by keeping them in Teams. To create a new team, go to ‘Team Management’ and press ‘+ New Team’. Close modal Then add a...
User Management
...including Global settings, User & Team Management and Application Version information. Info A subscription to Gold-Vision Marketing has 3 tiers; Starter, Plus and Ultimate. If you need more users then...
Personalise emails with data tags
...data tag in your email template, double click in the space within a text block where you would like to insert the data. Select Data Tags and select the option...
