Search Results
Articles tagged "touch-point-alert" returned 111 results.
Page 3 of 12
Using Lead Forensics Data
...in a single view so that rules, scoring and follow up actions can be created. Links to the Touch Points documentation is as below: Touch Points Introduction Using Touch Points...
Alert Trace
The Alert Trace is designed to assist you in diagnosing why certain alerts are not firing as expected. Alert Trace is available in the Settings area. Close modal By selecting...
Facebook Integration Overview
...you aren’t already in contact with, all based on their touch point score. 3 Key Benefits of our Facebook Integration Touchpoint scoring – Gold-Vision’s Touchpoint Scoring feature (find out more...
Lead Forensics Integration Overview
...point scoring. 3 Key Benefits of our Lead Forensics Integration A powerful combination – The combination of Gold-Vision’s Touch Point Scoring, lead lists, account, and contact information alongside the ability...
Configuring the Lead Forensics Integration
...display the Gold-Vision logo next to your data once it is enabled 3. Navigate to Touch Point Rules from the settings area Close modal 4. Create a new touch point...
Your To Do & Alerts List
...view all activities from the Action Centre. Close modal Alerts Alerts are the due reminders for the Activity’s Owner and they are based on the Activity Due Date/Time. If the...
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...
Creating A Lead
...Touchpoints Close modal Leads can automatically be imported into Gold-Vision if you have setup Touchpoint Scoring Rules – Touchpoint setup can enable Leads being automatically created in specific lists when...
Viewing and Editing Alerts
Alerts can be grouped by type. Click to Edit or Delete Close modal Tip Tip: If the alert is not firing check to make sure it is has been activated....
Reminder Alert
Reminder alerts can be set up to show a renewal date is imminent. Example: If an Opportunity has not been updated for specified amount of time, or a renewal date...
