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Articles tagged "data" returned 184 results.
Page 8 of 19
Configure Dynamics NAV Integration
...Retrieval Period Define the amount of historical data you would like in Gold-Vision as well as how often you would like the data to be synced. Close modal Close modal...
Configuring the Lead Forensics Integration
Overview Lead Forensics is a software that reveals the identity of your anonymous website traffic, and turns them into actionable sales leads. In real-time. You can filter this data into...
Custom Integrations Overview
...organisation uses different tools and has different mission-critical data and procedures. No matter your requirements, our software development experts will find a solution. Our Special Projects team have previously built...
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....
Alert Trace
...trace data stored in the database. Tip Tip: It can be useful to create a test record in your system to test if alerts fire rather than using live data....
LiveChat Integration Overview
...the ability to track interactions. Display existing customer data Display CRM information directly in your chat window and know more about your customer – see whether they are a lead,...
Using the Xero Integration
...on how the information is sent between systems. Click here to find out more about setting the integration mappings. Note you may need to refresh before the account appears Data...
Tips, Web Clips & More
...with ISO 27001 & Cyber Essentials Gold-Vision becomes part of Volaris Group View all eBooks Seven steps to social selling success Manage your data like a pro View all Customer...
Set up your annual reporting
Use Gold-Vision to standardise your reporting for your meetings and collate charts to track progress for the business. Create widgets, tables or counts which are dynamically refreshed using the data...
Create a Lead List
...or Approval Required. These settings can be amended at anytime. Importing Lead Lists Lists can be imported from a spreadsheet using the Gold-Vision Data Import Tool, see your Gold-Vision...
