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Articles tagged "lead_capture" returned 114 results.

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Event Overview

...or Leads in a Lead Management list or Anonymous Gold-Vision also offers a multi Event booking feature, to enable delegates or attendees to be booked onto multiple Events at the...

Create a Delegate List

...or Leads in a Lead Management list or Anonymous Gold-Vision also offers a multi Event booking feature, to enable delegates or attendees to be booked onto multiple Events at the...

Create Event Sessions

...or Leads in a Lead Management list or Anonymous Gold-Vision also offers a multi Event booking feature, to enable delegates or attendees to be booked onto multiple Events at the...

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...

Setup GDPR In Gold Vision

...allows you to apply a purpose to a Lead based on the Lead List Type. You can set up options for List Type in Screen Design. Select the Lead list...

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...

Marketing automation introduction

...to drive engagement with automated email sequences from welcome campaigns to nurture cycles as complex as you require. Combine automated Connect campaigns with Lead Management to nurture leads through your...

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....

Portal Overview

...records. Enable your Customer to get a detailed view of their records such as contracts, warranty details, inventory, and capture address and contact changes. Activity Page The Activity Pages are...