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Articles tagged "lead_capture" returned 114 results.
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Using the Exchequer Integration
...configured to capture the information required for a sales order. Your Exchequer products are imported into Gold-Vision for selection against your quote. 1. Create your Gold-Vision Quote 2. Add the...
Using the Microsoft Dynamics NAV Integration
...Sales Quote Sales Order The quotes module in Gold-Vision is configured to capture the type of sales record: Close modal Next you would add your products to the quote, as...
Configuring Loqate Address Lookup
...for Address Lookup The first step is to turn address lookup on and select Loqate for the chosen system. Open the Settings menu Select Geo Settings Select Loquate Capture Interactive...
Products
...added or amended in the Settings – Screen Design area. You may want to capture specific information about your products. Tip Tip: Use the Base Cost field to help you...
Preference centre
...Connect by Connect Administrators by selecting Settings and then Campaign Types: Close modal Once a contact has updated their preferences, the results are captured in the Campaign Type Preferences list...
Address Lookup
What is Address Lookup Address verification from Loqate is the most reliable way to capture accurate address data and ensure data quality in your systems. Increase business efficiency, reduce the...
Set up your annual reporting
...sales charts: Setting up Sales Charts Info To capture product sales detail you will need to be using Quotes and Products in Gold-Vision. Use our Creating Quotes help. Tip...
Tips, Web Clips & More
...lead nurturing and how to do it well? The ultimate guide to creating a high converting landing page Better understand the B2B buyer’s journey for effective lead nurturing Gold-Vision certified...
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...
