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Articles tagged "lead-forensics" returned 105 results.
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Preparing your Lead Data
...before commencing The data is in an acceptable format for initial insertion into Lead Management Tips Create a unique reference number for your leads – this could be crucial if...
Web Form Integration
Lead management can enable the capture of leads into Gold-Vision. You may already have a web form on your website which captures your lead data. Now you can use our...
Lead Management Settings
Lead Management Settings allows you to set, for example, how imported data is displayed and who can create call backs for a Lead (either only the Owner, or anyone). Close...
Import Contacts from Office 365 into Gold-Vision
...and contact and a lead because for a lead, you will not have an option to sync Leads with office 365. Close modal Skipped Contacts The ‘Skipped contacts’ are those...
Updates
...show the Touch Point Score as column Leads Lead list now loads all lists in the system Total Leads count updates correctly after Leads are being deleted Main View Menu:...
Web Form Integration Overview
Gold-Vision web form integration can automatically update the Lead management area in Gold-Vision with new leads. You may already have a web form on your website which captures your lead...
Facebook Integration Overview
...here), feeds directly into this integration, allowing you to score page visitors and qualify leads. Automatic lead generation – by setting up rules in Gold-Vision, your system can automatically add...
Monitor And Manage Privacy Data
...Lead. Erasure Requests The right to erasure is also known as ‘the right to be forgotten’. https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/individual-rights/right-to-erasure/ The erasure request list shows Contacts or Leads who have requested that their...
Configuring LiveChat Integration
...select LiveChat Settings Close modal Complete the following Setting as required: Close modal Default Lead List – set this if you wish to create leads from unknown LiveChat visitors and...
ZoomInfo Integration Overview
...and Contact profiles. Lead Generation – Enables you to find new leads based on your unique criteria and then copy the ZoomInfo URL directly into Gold-Vision. Streamline Communication – Once...
