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Articles tagged "service_account" returned 216 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...

Managing your Sage 50 integration

...that has been created in the admin console. For example, if an account is pushed through to sage with a specific account manager, this can create an alert in SAGE....

QuickBooks Online Integration Overview

...is accurate at all times.   QuickBooks Online Integration for Gold-Vision CRM QuickBooks Online is an Accounting System typically used in small-medium sized businesses. CRM and Accounting systems are often...

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...

Introducing Gold-Vision Fuse: One engine. Endless integrations.

...Real-world use cases and benefits for sales, marketing, and service teams ✅ How to get started with Fuse and what’s coming next ✅ Q&A with the product team behind Fuse...

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,...

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...

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...

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...