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Articles tagged "Lead" returned 105 results.
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Undelete Records
Records which have been deleted can be undeleted in the Data Management area of the Settings area Close modal Info Campaigns and Leads can not be undeleted....
Add to an existing source
Add to an Existing Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Go to the Actions menu, select...
Campaign Introduction
...Gold-Vision and Lead Management data. In Gold-Vision campaigns you can also build source lists for use with Outlook email, phone, letter, SMS, Gold-Vision Connect or Export to a csv file...
Create a campaign source
...a Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Then go to the Actions menu, select Campaign, then...
Create a quick campaign
...create a quick campaign from any Gold-Vision or lead management list: Close modal Check over your campaign and, if happy with everything, simply run it. Info When you create a...
Creating A Target Chart
...Sales, Leads, Appointments and Activities or Product Group targets. Info Targets can be set in the Settings area. You need to be an Admin to complete this task. Close modal...
User Configuration
...to certain areas such as Lead Management and Touch Points. If you need the users to be available on lists, such as Account Manger, or to invite to an appointment,...
What Is GDPR? Including Best Practice
...requirement. The requirements for Subject Access Requests (SAR) are changing considerably. The standard charge is being removed which is leading many to speculate that the number of SAR’s made will...
GDPR Definitions
...This is a Gold-Vision object that holds any Privacy rules applied and also requests made by each data subject (Contact/Lead) Privacy Notice Provided – Records that a Privacy Notice has...
Mail Tracking Settings
...tracked, this can lead to the SQL database growing very large. Close modal Internal Mail Tracking Options Gold-Vision will not by default track internal mails (through the use of the...
