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How to prepare your data for importing
How to prepare your data for importing on Gold-Vision 8....
Using Lead Forensics Data
Overview Once you have setup the integration, the data feeds into the Touch Points list in Gold-Vision. You can access this list as below : Close modal The Touch Points...
Import types
You will need to select the Import Type depending on the data you are importing Close modal Import Types & Match Keys This table below explains the different types and...
Using your Sage 200 integration
...into Gold-Vision from SAGE in the following formats Sage Customer data is pulled into Gold-Vision Account fields Close modal You can also view Sage transaction data, such as invoices and...
Data privacy opt in
...Connect Gold-Vision integrated with Gold-Vision Connect provides you with a trusted database of opted-in contacts who can easily be identified for ongoing communications. You can add a link to a...
Web Form Integration Overview
...data. You can use the web form integration to capture this data automatically into Gold-Vision. Lead Management is the best method to capture these leads as typically this information is...
What’s New in Gold-Vision 8
...Design Tool comes the introduction of a new field type which offers multi-select drop down options as standard. This enhances the quality of the data you can gather at times...
Merging Accounts Or Contacts
Accounts and Contacts can be merged in the Settings area within Data Management and select either Merge Accounts or Merge Contacts. Merge two Accounts or Contacts (a Source and a...
