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Articles tagged "accounts" returned 77 results.
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Manage Your Day
In this guide, we’ll walk you through some simple steps to help make managing your day-to-day tasks much easier, such as activities and appointments, and show you how to quickly...
Lead Forensics Integration Overview
...Powerful insights The integration with Lead Forensics automatically matches website visit activity to existing leads and accounts inside Gold-Vision, giving you the power to quickly identify the businesses that visit...
Email Automation
...Bounced email. These scores pass back into the CRM into the Engagement Scores section against Contacts and Accounts. Info Read more about Engagement Scores in Gold-Vision CRM. There are two...
Engagement Overview
...Engagement scores offer insights against Accounts, Contacts & Leads. List View – You will be able to view the Engagement History and Trend on your Account, Contact & Lead lists....
Data Sources Overview
Data Sources replace Campaign Sources for Marketing but work in a similar way to campaign sources, e.g. you can filter to a group of contacts, accounts, profiles or other object...
Using the Microsoft Dynamics NAV Integration
...below the Gold-Vision Account is pushed to Dynamics Customer if the Navision Customer checkbox it ticked: Close modal Once the Gold-Vision Accounts is saved users can find the Customer in...
LiveChat Integration Overview
...Gold-Vision support ticket from within their chat window, and salespeople can create new opportunities. Save transcripts Chat transcripts are automatically saved and linked to the relevant accounts and support tickets...
Performance
...– how many leads were promoted to accounts with an account state of won. Close modal Page views by referrer A graphical view of the number of page views by...
Loqate Address Lookup Integration Overview
Close modal Gold-Vision’s integration with Loqate allows you to get the best address data every time. Address verification from Loqate makes adding addresses to accounts and contacts a breeze...
Microsoft Dynamics NAV Integration Overview
Close modal With the Dynamics Nav integration, you can synchronise your customers, products, and quotes with Gold-Vision. Your accounts’ key financial information, such as quote, sales order, credit memo and...
