Search Results
Articles tagged "Lead" returned 105 results.
Page 4 of 11
Using Privacy Actions in Gold Vision GDPR
Info Gold-Vision Administrators, having defined their GDPR policies, will be able to record a purpose against both Leads and Contacts. This purpose will outline the lawful basis and retention period...
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...
Landing Page Forms
Landing pages can contain forms, the data from which will feed back into as a lead into a Gold-Vision Lead List. In the Design tab, Edit your Template and drag...
Gold-Vision 8 Upgrade Planning
...create a new leads list Notes created in Gold-Vision 8 will display with html tags in Gold-Vision 7 (Gold-Vision 8 allows rich text leads management notes, which are not supported...
Touch point automation
...your touch point Scoring strategy, decide when a Lead is fully qualified for your business, e.g. upon reaching a Score of 200. You can then automatically assign all Leads reaching...
Welcome new customers
...Marketing Automation solutions position themselves as a ‘lead only’ tool. The main reason for this is they run inside their own product database, separate to CRM. Once a lead has...
Downloading the Data Import Tool
The Data Import tool enables the Gold-Vision Administrator to import large amounts of data into Gold-Vision. You will need to have access to Settings → Lead Management settings to download...
Setup GDPR In Gold Vision
...allows you to apply a purpose to a Lead based on the Lead List Type. You can set up options for List Type in Screen Design. Select the Lead list...
Marketing automation introduction
...to drive engagement with automated email sequences from welcome campaigns to nurture cycles as complex as you require. Combine automated Connect campaigns with Lead Management to nurture leads through your...
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...
