Search Results

Search Results

Articles tagged "data" returned 184 results.

Page 3 of 19

How to download the data import tool

How to download the Data Import Tool...

How to prepare your data for importing

How to prepare your data for importing on Gold-Vision 8....

How to Import data

A walk through guide into how to upload data into Gold-Vision....

Using Lead Forensics Data

Overview Once you have setup the integration, the data feeds into the Touch Points list in Gold-Vision. You can access this list as below : Close modal The Touch Points...

GDPR Definitions

...data” specifically this includes genetic data, and biometric data where processed to uniquely identify an individual. https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/lawful-basis-for-processing/special-category-data/ Tip Tip: Fields in Gold-Vision can be marked as personal or sensitive using...

How to manage duplicate data

How to manage duplicate data...

Data Import

...to download the Data Import Tool together with uploading Account/ Contacts. We will also show how to prepare your data in Excel, mapping fields, match keys and importing leads.  ...

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...

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...