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Articles tagged "match-key" returned 83 results.
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Creating Sales Target Charts
...settings, you can create custom date periods to match Financial dates used by your business Click on ‘Views’, select ‘Report’ and then ‘Create a New Widget’, select ‘Target Chart’. There...
Web Form Integration
...leads posted to. You may want to create a new Lead list to match your data source in advance. You will need to Publish the Data Endpoints to access the...
Mail Tracking Settings
...not tracked. When matching expression mask – If the email subject matches the regular expression below, the email will be tracked. Always – internal emails are always scanned. Tip: Internal...
Adobe Sign Integration Overview
...managing key documents becomes seamless. Key benefits include: Save time – Shorten your Sales and onboarding cycle. Create your Adobe sign document within Gold-Vision. Use mail merged fields to automatically...
Xero Integration Overview
...and provide you with a complete customer view when speaking to them – offering them the best possible customer experience. No need to re-key With our Xero integration, you will...
LiveChat Integration Overview
...in Gold-Vision. Communications with your customers are now fully tracked and unified in CRM. 3 Key Benefits of our LiveChat Integration Automatic contact and account detection – When a new...
General Navigation
...the Folder and click on the Edit icon to amend the name and Save. Or Click on the Delete Icon to Delete. Close modal Tags Tags are words or key...
Portal Overview
...Umbraco CMS, allowing for styling to match your business needs. Use our details below to decide which Portal page would work for you. You can also combine both. Account Page...
Email receipt Alert
...Receipt Alert Condition : Alert if subject matches Activity ref Action: Link by email subject reference Close modal Tip Tip: Set up Email receipt alerts for your key contacts so...
Preparing your Lead Data
...you need to import more Leads to the Lead List or update import as you will need a match key . If you think that you might at some point...
