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Articles tagged "data" returned 184 results.
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Loqate Address Lookup Integration Overview
...and is the most reliable way to capture accurate address data and ensure data quality in your system. Loqate Integration for Gold-Vision CRM Bad data is just as bad as...
Using your Sage 50 Integration
...data in Gold-Vision Financial information is pushed into Gold-Vision from SAGE in the following formats: Sage Customer data is pushed into Gold-Vision Account fields Sage transaction data, such as invoices...
Web Form Integration
...web form integration to capture this data automatically into Gold-Vision. There are options for capturing this data. Lead Management is the best method to capture these leads as typically this...
Setup GDPR In Gold Vision
...to special categories of data as defined in Article 9 of The General Data Protection Regulation 2016/679. Define Data Purposes Record why and how long you plan to store personal...
Updating an Import
...you might at some point use a Data Cleansing Agency to update your data you should add an extra column to your CSV file called Control Column before you import...
Introduction to Importing Leads
...Gold-Vision Data. Importing Leads Steps Configure Lead Management Settings Prepare your data Download the Data Import Tool Import your Leads Configure your Lead screen Assign leads Qualify, progress leads, promote...
Import types
You will need to select the Import Type depending on the data you are importing Close modal Import Types & Match Keys This table below explains the different types and...
Automated Email
...between Static and Live Data Sources. If your chosen Data Source was Live then use the Automate tab. When contact is added to the Live Data Source in Gold-Vision CRM...
Using your Sage 200 integration
...into Gold-Vision from SAGE in the following formats Sage Customer data is pulled into Gold-Vision Account fields Close modal You can also view Sage transaction data, such as invoices and...
Microsoft Dynamics NAV Integration Overview
...question, as well as being able to conduct stock lookups based on data from Dynamics Nav. Financial data Viewing your financial data has never been easier, as information can be...
