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Articles tagged "lead_capture" returned 114 results.
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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...
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...
Duplicate Scoring
Lead Management has some advanced deduplication facilities, and checks incoming data for duplication within the imported list, between imports and in Gold-Vision. When duplicates are found, two fields are calculated....
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...
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,...
Google Mapping Integration Overview
Close modal Gold-Vision’s integration with Google Maps allows you to quickly identify the location and density of customers and target leads so you can make more informed decisions on...
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...
Design your screens & lists
Who is it aimed at? Gold-Vision Administrators and Managers. What does it cover? How to customise and configure your screens and lists in Gold-Vision 8....
