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Articles tagged "web-tracking" returned 119 results.
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Duplicate Scoring
...company name and phone number. Score: 30 Duplicate Score Examples “Similar” means soundex (https://en.wikipedia.org/wiki/Soundex). Duplication Examples and Scoring Web Domain Score: High Level: Account Two records have the same website...
Gold-Vision 8 Upgrade Planning
...and enhance your upgrade experience: Free Webinars about key features and upgrade planning Web Sessions personalized for your business requirements – prices start at £125 Service Packs to provide expert...
Resources
Webinars Book a Gold-Vision webinar or view on-demand. Product News View our latest product releases, & technical updates. Tips, Web Clips & More Take a look at our latest resources...
Correspondence
The Correspondence section in Gold-Vision displays the all emails and notes items for quick visibility of all correspondence for specific Gold-Vision records. To view the Correspondence section on Gold-Vision records...
Getting Started
...to make a call. If email tracking has been enabled then Gold-Vision will also automatically track sent and received emails against Gold-Vision contacts so that you can see everything within...
Action Centre
Using the Action Centre Recent list Use your Recent list to keep track of where you’ve been and quickly access those items. Use the Action Centre to keep track of...
Creating Accounts & Contacts
...Tracking is turned on emails to and from the contact will track on the system. Business Address The Business address fields will be automatically populated for the contact record based...
Gold-Vision Technical Requirements
...Chrome or Edge To integrate Email & Appointment Tracking you will need Office 365, On-premise Exchange with EWS or GMail Close modal Microsoft announces support for Internet Explorer ends on...
Using Contact records
Close modal Users can easily manage Contacts within Gold-Vision using the action menu against the Contact record Edit a Contact Contact records can be edited by clicking on the Edit...
How To Use Reference Numbering
...can be used with email tracking, see ‘Configure Alerts Introduction’. If you want to keep the Reference Number separate, don’t tick Add To Summary. Below is an example of how...
