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Articles tagged "import-type" returned 187 results.
Page 4 of 19
Campaign stage types
Connect Running a stage with the Media type set to Email (Connect) will upload the recipients to Gold-Vision Connect. From there you can design your email and send it. Close...
Exchequer Integration Overview
...jobs, or create new Exchequer customers, suppliers, quotes, sales orders, and invoices with ease right from Gold-Vision accounts, quotes, or bookings. Intelligent automations Automatically import transaction histories, synchronise exchange rates...
Data Import
...to download the Data Import Tool together with uploading Account/ Contacts. We will also show how to prepare your data in Excel, mapping fields, match keys and importing leads. ...
Creating A Lead
...also be bulk imported using the Import Tool. See Lead Importing for more information. Importing Leads will automatically create a Lead List at the same time with your fields included....
Sage 200 Integration Overview
...Import Sage product list to Gold-Visio Create new Sage sales order from Gold-Vision quote Import Sage transaction history to Gold-Vision Transaction History Import The transaction history import tool is an...
Xero Integration Overview
...into Gold-Vision Import tax codes from Xero into Gold-Vision Import foreign currencies from Xero into Gold-Vision Import Xero account codes into Gold-Vision Below are two examples of how you can...
Using Appointments to manage diaries
Keep on top of your Sales by managing your diary through Gold-Vision Configure Appointments to record the following information: Appointment type, Outcomes, Follow up, Meeting notes, Reports. Set Appointment types...
Setup GDPR In Gold Vision
...Privacy Rule. Close modal The rule types available are: Close modal Account Rule This allows you to apply a purpose to Contacts based on the account type (relationship). Select the...
Intro to Lead Management
...in CSV format. Use the Gold-Vision Import tool to import your leads into a lead list. Website capture or web tracking – Once you have captured your leads use the...
