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Articles tagged "Data Management" returned 240 results.
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Creating A Lead
...the relevant data for your lead and save the record. You can add notes at that time within the correspondence area. Close modal Create a New Lead from the Lead...
Using the ZoomInfo Integration
...to import the data. Once you click Import the information from ZoomInfo will be displayed. Close modal You can then add any additional data or amend and Save the record....
Viewing & Editing Lists
...edit data which belongs to that specific list. For example in a Quotes list users aren’t able to in line edit data from the Opportunity even though the fields are...
List Stats
...Depending on the type of data present you will either be displayed numeric statistics or a question regarding which data to display: Close modal Close modal The data can then...
Creating Templates & Template Tags
...Ability to output any data from within the item the template is from. See more. Advanced Mode Advanced mode offers additional functionality over standard mode, including: Ability to output data...
Mail Tracking Settings
...stored outside of the database (minimising database space usage) in a defined file system location. The locations for the files to be store can be specified as local paths (if...
Google Mapping Integration Overview
...make more efficient use of their time on the road – planning routes in advance or on the go, using real-time data. Map view See your data on a map....
Logs & Log Settings
...to users. DataTransferService_yyyy_mm_dd.txt – Log for the Gold-Vision Data Service, which synchronises data to and from Gold-Vision Connect, including mailshots and delivery, click-thru and bounce back data. ThirdPartyData_yyyy_mm_dd.txt – Log...
Using Secure Notes
...database with encryption so that the data cannot be read if unauthorised database access were to take place. Additional visibility can be configured so that the note can only be...
Touch Points introduction
...Gold-Vision touch points with the lead management module to create a comprehensive marketing lead scoring system, resulting in fully qualified leads. Alerting can then assign these to sales automatically if...
