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Articles tagged "event_leads" returned 106 results.
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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....
Product News
...Prospect or Customer. January 2024 Save time with our brand new ZoomInfo Integration which enables you to create new Gold-Vision Accounts, Contacts and Leads by copying the URL from ZoomInfo....
Introduction to Sites
...Contact Opportunity Quote Project Profile Activity (Account, Contact, Opportunity & Project) Campaign Event Event Session The address details for Gold-Vision records are now held in the Site record. Users can...
Monitor activity
Use Recent Events to monitor activity for your team Gold-Vision records user actions in the system and these can be easily reviewed from the Recent Events list Managers can then...
Configuring Sites
...Quote, Project, Profile, Campaign, Event, Event Session and all Activities Go to Settings > Screen Designer then choose the item you want to add the Site field on. Select the...
Getting Started
...existing items, such as accounts, contacts, leads and opportunities. You will also be able to view any custom menus here, for instance a menu specific to your sales team or...
Account Portal Management
...main navigation. Data Endpoints – You can add API end-points to use on your own site which connects with Gold-Vision for example Leads. To add a Menu Page Close...
Portal Management
...Endpoints – You can add API end-points to use on your own site which connects with Gold-Vision for example Leads. Tip Data Endpoints are used for Web Form Integrations to...
Using Loqate Email Validation
...on screen and you will be able to see icons appearing against your contact email addresses. Close modal Similarly on your list of Leads: Close modal A red circle means...
Using Privacy Actions in Gold Vision GDPR
Info Gold-Vision Administrators, having defined their GDPR policies, will be able to record a purpose against both Leads and Contacts. This purpose will outline the lawful basis and retention period...
