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Articles tagged "Lead" returned 105 results.
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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....
Configuring Engagement Scores
...Lead lists. In this video we will show you how to add Engagement Columns to your default List View and how to add the Engagement Section to your Account, Contact...
Adding & Viewing Engagement Scores
...– LinkedIn in Invite = OneUp LinkedIn Connection = TwoUp Viewing Engagement Scores In the Account, Contact & Lead list view you can view: – Engagement History shows a trend...
Using Touch Points
Import Touch Points When a touch point is imported, Gold-Vision will see if the data matches any existing Account, Contact or Lead records. Info The touch point screen will be...
Downloading the Import Tool
Importing Leads uses the same import tool as importing data in to Gold-Vision. See Downloading the Data Import Tool for more information. Info You will need to be a Gold-Vision...
Touch Point Alert
...– this option is only available with Marketing Automation. Close modal Tip Tip: Use Touch Point Alerting to add ‘hot’ leads to a Campaign source for a Lead Nurture Campaign...
Configuring the ZoomInfo Integration
Overview ZoomInfo software provides access to contact details and company profiles which can help with lead generation. The integration enables you to update Gold-Vision Contacts and Leads from ZoomInfo with...
Product News
...Lead, Prospect or Customer. January 2024 Save time with our brand new ZoomInfo Integration which enables you to create new Gold-Vision Accounts, Contacts and Leads by copying the URL from...
Duplicate Scoring
Lead Management has some advanced deduplication facilities, and checks incoming data for duplication within the imported list, between imports and in Gold-Vision. When duplicates are found, two fields are calculated....
Set targets
Create user targets In the Settings area, create user targets for Sales, Leads, Appointments or Activities. These targets can then be used in the reporting area in lists such as...
