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Articles tagged "Team" returned 105 results.
Page 5 of 11
Data Bridge
...does not replace the Standard Import Tool for Gold-Vision. Data Bridge Implementation The setup of the Data Bridge can be complex and it requires expert services from our team. We...
Data bridge import
...does not replace the Standard Import Tool for Gold-Vision. Data Bridge Implementation The setup of the Data Bridge can be complex and it requires expert services from our team. We...
Loqate Email Validation Integration Overview
...and monitor the results in the Validation Centre. Validation options – Set your own rules for length of validation result and which users or teams can validate emails in Gold-Vision...
Configuring Loqate Email Validation
...the Validation Centre. Validation options – Set your own rules for length of validation result and which users or teams can validate emails in Gold-Vision CRM. Setting up the Loqate...
Manage Dashboards
...Close modal You can edit the Dashboard Name and Share options. You can also set access to dashboards for different teams and users. Info Click for more information sharing...
Engagement Overview
Engagement scoring is a great way to determine when the Sales team or Account Manager should get in contact with a Lead, Prospect or Customer. For example… The sales team...
Creating An Opportunity
...Security field in combination with the Owner field. Info Public: Record is accessible by all usersTeam: Record is only accessible to the owner of the opportunity as well as users...
Managing Appointments
...as attendees. For example – the Primary Contact. Invite Attendees Close modal Attendees can be added to the appointment when in Edit mode. Attendees can be Users, contacts or Teams...
Marketing automation introduction
...marketing teams, allowing them to generate more Leads and produce more sales! Close modal Info Marketing Automation is available as an add-on module and costs £295 per month. This includes...
LiveChat Integration Overview
Close modal Integrating Gold-Vision CRM with LiveChat gives your Sales or Customer Service teams the ability to turn every conversation that happens on your website into something special....
