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Articles tagged "data" returned 185 results.

Page 8 of 19

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....

Importing your Leads

...a new import – browse to select the file (see preparing your Data). Close modal The mappings screen allows you to link the columns in the import data file, to...

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....

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...

Product News

...and functionality. Scroll carousel left Scroll carousel right Release Notes October 2024 The release also includes enhancements to combine Contact, Project & Opportunity Activities into one Data Source. Plus updates...

Tips, Web Clips & More

...data like a pro View all Customer Stories British Chambers of Commerce Palletline View all Web Clips An introduction to Gold-Vision 8 Gold-Vision 8 screen design Configuring time How to...

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...