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Articles tagged "promotion.Lead" returned 108 results.
Page 5 of 11
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
...with a Lead, Prospect or Customer. February 2024 Engagement scoring is a great way to determine when the Sales team or Account Manager should get in contact with a Lead,...
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...
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...
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...
