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Articles tagged "service_account" returned 212 results.
Page 9 of 22
Touch Point Rules
...a linked OnMonitoring or Lead Forensics account If you plan to track your email marketing you need a Gold-Vision Connect account If you wish to use Touch Point categories these...
Sage 200 Integration Overview
...view of your customers from within Gold-Vision. Standard modules available as part of your integration Create new Sage customer from Gold-Vision account Push Sage customer information to linked Gold-Vision account...
Loqate Email Validation Integration Overview
...individual email addresses or process them in batches to guarantee reliable and clean data in your CRM. By integrating Loqate’s easy-to-use email validation service with Gold-Vision you can: Increase your...
Lead nurture
Nurturing leads properly is all about ensuring that your product/service stays at the top of their minds. Lead nurture series can be as simple or as complicated as you like,...
Monitor And Manage Privacy Data
...the contact or lead in Gold-Vision. It does give you the opportunity to review the data, check the lead or contact are still interested in your products or services or...
What Is GDPR? Including Best Practice
...and online commercial services aimed at children. There are enhanced requirements for data breaches under the GDPR. You will need to have procedures in place to detect, report and investigate...
Duplicate Scoring
...company name and phone number. Score: 30 Duplicate Score Examples “Similar” means soundex (https://en.wikipedia.org/wiki/Soundex). Duplication Examples and Scoring Web Domain Score: High Level: Account Two records have the same website...
Welcome new customers
...to occur. For instance, we’ve set the follow-up action to Create Account Activities for the Account Manager. This means that, every time this stage is run the Account Manager for...
Linking Purchased Units
...modal From here you can choose the items you want to link to: Link to parent account – Click to select the parent record i.e. Account – this will link...
Configuring Loqate Address Lookup
...Edit Mode by clicking the pencil icon Paste or type the following into key into the Address Lookup Details field… ACCOUNT=(account number),LICENCE=(licence key) For example: ACCOUNT=TESTA11111,LICENCE=AA11-BB22-CC33-DD44 Click Save Close modal...
