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Articles tagged "data" returned 184 results.
Page 9 of 19
Intro to Lead Management
With Gold-Vision’s Lead Management Tool you can capture, de-duplicate, score, qualify and allocate your leads with ease. Use the tool to manage your leads separately from your main Gold-Vision data....
Sales and Forecast Lists
...data that is currently held in multiple different areas of the system: Opportunities with and without Quotes, Quotes themselves and confirmed Seminar Bookings. Close modal Sales Lists Shows a...
Address Lookup
What is Address Lookup Address verification from Loqate is the most reliable way to capture accurate address data and ensure data quality in your systems. Increase business efficiency, reduce the...
Mobile Device Access
...and controls. The data and options available will match those that are available on the desktop site. Simply access Gold-Vision using a web browser on your chosen mobile device at...
Using Account records
...unlimited numbers of Categories may be added to items. Categories are centrally managed in the Administration Console to ensure that the data is consistent, although they can also synchronise with...
Using Bulk Replace
...Tip: Lists within Accounts, Contacts, Events, Opportunities, Quotes and Activities can be bulk-replaced. Multi Select – Bulk Update You can multi-select lines to bulk replace field data for those selected...
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...
How Can I Use Profiles?
Profiles are records which can be used for multiple purposes. Common uses include contractual data, product specifications, membership and warranty details. Note Profiles are fully configurable and can be renamed...
Configuring Time
...tick Time Setting options to display Time and/ or Units Data. The Visibility allows you to select who can view this section. Close modal Once the Section has been added...
Web Form Integration Overview
...data. You can use the web form integration to capture this data automatically into Gold-Vision. Lead Management is the best method to capture these leads as typically this information is...
