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Articles tagged "event_leads" returned 106 results.
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Item Reports
...Appointment Summary Activities N/A Opportunities Activities Gantt Chart, Opportunity Overview Quotes N/A Profiles N/A Projects Activities Gantt Chart, Project Overview Campaigns N/A Events Events Overview, Sessions Booking Planner Tip Tip:...
Touch Point Rules
...Points Enter a name, category (if using), score and action type Close modal Lead Import You can automatically create Leads from Touch Points. To do this you must tick the...
Microsoft Outlook Integration Overview
...contacts Remove the headache of keeping track of new contacts or leads that are introduced by email with Gold-Vision’s Outlook integration. Create new contacts and leads in CRM, or add...
Set targets
Create user targets In the Settings area, create user targets for Sales, Leads, Appointments or Activities. These targets can then be used in the reporting area in lists such as...
Touch Point Alert
Create an Alert based on a Touch Point score for Account, Contacts or Leads. Example: when a Touch Point score raises over a certain value alert the owner so they...
Preparing your Lead Data
...before commencing The data is in an acceptable format for initial insertion into Lead Management Tips Create a unique reference number for your leads – this could be crucial if...
How To Setup Sales Target
...sales are performing. Targets can be setup for Sales, Leads, Appointments or Activities in Gold-Vision, these can then be used in the reporting area in lists such as Sales, Forecast,...
Performance
...the page. Form Submissions – how many users completed your landing page forms. Form Conversions – what percentage of the visitors to your landing page(s) completed the form(s). Leads Won...
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...
Configuring the ZoomInfo Integration
Overview ZoomInfo software provides access to contact details and company profiles which can help with lead generation. The integration enables you to update Gold-Vision Contacts and Leads from ZoomInfo with...
