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Search for "Data Management" returned 257 results.
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Create Data Source
...want to use to create your data source and make your selection from your data and click Next. Close modal Give your Data Source a name: Close modal Data Source...
Simple Time Management
...Log Time for Account Records You can use the Log Time functionality against the Account record if for example you would like to record the time used for Account Management....
Import TPS (Telephone Preference Service ) Data
...included in on the TPS list ensure this is a text file and only includes one column with the phone numbers. Go to Settings and under Data Management click on...
Monitor And Manage Privacy Data
...supplementary information. If a Contact requests access to their personal data this can be actioned in the Contact record. The request can then be actioned by person responsible for data...
Lead Management Settings
Lead Management Settings allows you to set, for example, how imported data is displayed and who can create call backs for a Lead (either only the Owner, or anyone). Close...
Web Form Integration
...web form integration to capture this data automatically into Gold-Vision. There are options for capturing this data. Lead Management is the best method to capture these leads as typically this...
Category Management
...searching and can also be used for reporting and for inclusion in Campaigns. Adding A Category New Categories can be set up in the Category Management area. Close modal Once...
Team Management
Team Management Before you can set up your Users you will need to set up your User Teams, these can be done within Teams in the Settings area. Gold-Vision has...
Viewing Data Sources
...you can choose to Move the Data Source to an existing folder or create a new folder: Close modal Deleting a Data Source If a data source is not linked...
Introduction to Importing Leads
The Lead Management module provides an ideal environment for working on data outside of the main Gold-Vision system. For example, you may wish to keep a number of lists for...
