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Articles tagged "service_account" returned 212 results.
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Introduction to Sites
...Sites if you don’t require this functionality, but the way users update and change Account and Contact addresses has changed, to find our more visit Editing Account and Contact Addresses....
Homepage
...news, tips, web clips and more. Customer referral scheme Know someone who could benefit from our services? Please refer them to us! Knowledge Hub Courses Close modal Getting Started Get...
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...
Data Import Tips
Match Keys The field is used to uniquely identify the object. For example, if Account Name and Postcode checked the import will search for the same Account name and postcode...
Microsoft Outlook Integration Overview
Close modal Gold-Vision’s Outlook integration gives you the ability to sync your favourite email tool with your CRM! Access emails directly from within Gold-Vision and track interactions against Accounts...
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...
