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Articles tagged "leads" returned 61 results.

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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...

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 capture

By using web tracking touch points in Gold-Vision you can identify when your leads visit important pages on your website. These may be specific product pages, your pricing page, or...

Marketing automation introduction

...customers that their annual subscription date is coming up or to run an automated re-engagement series for cold leads Ultimately, applying automation should free up time for your sales and...

Manage Event Bookings

...defaulted to Contacts from the Customer Account Selected. You can remove the filter to select from All Contacts in Gold-Vision Leads – You can select from all Leads created in...

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...

Touch point automation

...and visited a new product page on your website. Alternatively, for leads, you can automatically create a call back Send an automatic Alert to Account Managers when their Contacts tweet...

Touch Point Rules

...Points Enter a name, category (if using), score and action type Close modal Lead Import You can automatically create Leads from Touch Points. To do this you must tick the...

Microsoft Outlook Integration Overview

...contacts Remove the headache of keeping track of new contacts or leads that are introduced by email with Gold-Vision’s Outlook integration. Create new contacts and leads in CRM, or add...

Google Mapping Integration Overview

Close modal   Gold-Vision’s integration with Google Maps allows you to quickly identify the location and density of customers and target leads so you can make more informed decisions on...