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Articles tagged "leads" returned 61 results.
Page 5 of 7
Portal Management
...Endpoints – You can add API end-points to use on your own site which connects with Gold-Vision for example Leads. Tip Data Endpoints are used for Web Form Integrations to...
Using Loqate Email Validation
...on screen and you will be able to see icons appearing against your contact email addresses. Close modal Similarly on your list of Leads: Close modal A red circle means...
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 your Sales Team Introduction
...system functionality Click here to find out more. Close modal Map your Sales Use Google Mapping to view the location of Opportunities / Sales or Leads. Create routes and...
Use Google to Map your Sales
Map Opportunities / Sales or Leads Go to the list of your Opportunities and select the Maps View Close modal Crete routes to visit your opportunities or check if there...
Undelete Records
Records which have been deleted can be undeleted in the Data Management area of the Settings area Close modal Info Campaigns and Leads can not be undeleted....
Touch Points introduction
...Gold-Vision touch points with the lead management module to create a comprehensive marketing lead scoring system, resulting in fully qualified leads. Alerting can then assign these to sales automatically if...
Using Touch Points
...set up your touch point scoring and define your categories in more detail here. Historical Touch Point Reporting Reporting is available for your Accounts and Leads to show historical Touch...
Creating A Target Chart
...Sales, Leads, Appointments and Activities or Product Group targets. Info Targets can be set in the Settings area. You need to be an Admin to complete this task. Close modal...
Lead Management Settings
...modal Info Checking Invalidate Lead emails already in Gold-Vision will flag any Leads as duplicate if the are also in Gold-Vision. This makes them invalid when added to a Campaign...
