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Search for "Data Management" returned 257 results.
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Connecting to your ZoomInfo Account
To start syncing data you will need to connect Gold-Vision to your ZoomInfo account. Info You will need a valid ZoomInfo account with access to the Enterprise (Enrichment) APIs. Click...
Jira Fuse Integration Overview
Close modal Jira is the #1 agile project management tool used by teams to plan, track, release and support world-class software with confidence. Jira for Gold-Vision CRM With the...
Get Ready for Your Festive Comms Using Connect Marketing Automation
...automating email campaigns using Gold-Vision Connect’s Marketing Automation ✅ How Loqate Email Validation to improves deliverability and data quality ✅ Benefits & examples of manual follow-up actions ✅ Tips for...
Report, Calendar, Map and Flows view
Gold-Vision data can be viewed in a variety of formats in the system. From the views drop down options users can select which view is required. Close modal List...
Pin to Home Page & Menu
...to Home Page Gold-Vision Data can be displayed in different Tabs along the top of your Home Page You can create New Tabs from the Home Page header by click...
Managing Appointments
...within Gold-Vision or within a third party calendar the attendance data will be kept in sync. Primary Appointment Actions Close modal Edit the information to update data such as Activity...
Using The Flows View
The Flows view allows users to see data (for example Projects) in a view showing cards with ‘swimming lanes’. Cards can be dragged and dropped in to different lanes. Create...
Overview (web, email, social)
...depending on your needs. There are 4 different types of touch points: Web, Email, Social, and Manual. Web Touch Points Web touch points will show you data captured through B2B...
Connect reporting
The Reporting tab on a Connect mail shot shows graphical information regarding the tracking data as well as detailed information regarding click-thrus, read dates and times. Close modal This data...
How to send an email with Connect
...data in Gold-Vision against the Campaign Stage, such as open rates and click-through rates. You can find out more about these areas and how to use the data here. ...
