ZoomInfo Integration Overview

...and Contact profiles. Lead Generation – Enables you to find new leads based on your unique criteria and then copy the ZoomInfo URL directly into Gold-Vision. Streamline Communication – Once...

How to manage leads

How to manage leads in Gold-Vision 8....

Lead Forensics

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...

Using Lead Forensics Data

Overview Once you have setup the integration, the data feeds into the Touch Points list in Gold-Vision. You can access this list as below : Close modal The Touch Points...

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...

Event Marketing

Events can be used to create your Marketing Campaigns seamlessly once you have captured your Attendee data. You may want to email invitations or joining details to people who have...