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...

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...