Search Results
Articles tagged "match-key" returned 83 results.
Page 5 of 9
Using stock templates in Connect
...templates that are easily customisable to match your brand style. To use one of the stock templates available, select Templates from the upper righthand side menu. Select + New, then...
Personalise emails with data tags
...you would like to use from the list provided: Close modal When your email is sent to your source list, Connect will automatically pull through the matching data for...
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...
Power searching
...not set. For example to exclude an industry but include those not set eg !aviation|[null] EXACT MATCH Example: search for the region ‘South’ only and not ‘South West’ or ‘South...
Custom Date Periods
Custom Date Periods can be set in the Settings area, to match those used by your business, for example: Financial Year or Sales Quarters. Close modal Custom dates will be...
User Mail Tracking Setup with Basic Authentication
...object. Gold-Vision will track any email within a user’s mailbox where a matching contact email address or account ‘Email Domain’ is found in the system. Settings for privacy and exclusions...
Setup GDPR In Gold Vision
...define the fields such as Lawful Basis, Duration and Removal Date Mode. These should match your agreed internal Privacy Rules. Close modal Configure Privacy Rules Click to create a new...
Mail Tracking & Calendar Troubleshooting
...track against Gold-Vision items when using reference numbers in the email subject Check if the email subject has the correct reference that matches exactly Check if the Reference Number Alert...
Configuring the SharePoint Online Integration
...Locate the Document Storage section There should be a folder matching the account name present Click on the folder to open it Click Upload File (under three dots menu) Select...
Getting Started
Welcome to Gold-Vision! This getting started guide will help you get to know the fundamentals of your new CRM. Below, we run through some of the key areas and skills...
