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Search for "Data Management" returned 257 results.
Page 10 of 26
Create a Lead List
...be amended using the Settings and Screen Designer if it is blank. Identifying the type of list could help you with your lead management reporting. Total Promoted – this will...
User Configuration
...see section below. Configuration Manager – This provides access to the configuration options in the Admin Console, but still limits your view of data to your own team access rights....
ZoomInfo Integration Overview
...to create new Accounts, Contacts and Leads. Minimises errors – Data is immediately updated in the record and the fields are automatically populated. Accurate data – ZoomInfo provides valid Company...
Asana Fuse Integration Overview
...organisations to work smarter. Asana is the only enterprise work management platform that connects company-wide goals, strategic initiatives, and the execution of work in one place. Asana for Gold-Vision CRM...
WhatsApp Integration Overview
...merge fields to include customer names, appointment times, contract details, or any CRM data, making every communication personal and relevant. ✅ Complete message tracking –View all sent WhatsApp messages in...
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...
Configure your Lead Screens
...data from that list is actioned. Lead Screen Design It is then possible to use the Screen Design facility to customise the layout of the Lead screen. In the Settings...
Downloading the Import Tool
Importing Leads uses the same import tool as importing data in to Gold-Vision. See Downloading the Data Import Tool for more information. Info You will need to be a Gold-Vision...
Using Contact records
...recorded against: Contacts, Activities, Appointment, Opportunities, Quotes, Profiles, Projects, Events, Campaigns and Emails. To find out more about using categories visit the Categorise Your Data page. Categorise Your Data page....
User Defined Reporting
...a formated report that provides options for saving to Word, Excel or PDF. Choosing Export Data will provide an unformatted CSV download of the raw data. Tip Tip: Users can...
