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Articles tagged "data_privacy" returned 187 results.
Page 9 of 19
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...
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...
