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Articles tagged "lead_capture" returned 114 results.
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Configuring the Lead Forensics Integration
...key to your Lead Forensics account manager and ask for the following: Enable the integration between Gold-Vision CRM and Lead Forensics Set the data feed to automatic Lead forensics will...
Overview (web, email, social)
...depending on your needs. There are 4 different types of touch points: Web, Email, Social, and Manual. Web Touch Points Web touch points will show you data captured through B2B...
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:...
Gold-Vision On-Premise Technical Requirements
...plan File API Document Storage Please follow the below recommendations if you require to capture files for the following: Gold-Vision Portal Aster API end points Info NOTE The File Api...
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...
Touch Points introduction
...Gold-Vision touch points with the lead management module to create a comprehensive marketing lead scoring system, resulting in fully qualified leads. Alerting can then assign these to sales automatically if...
