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Search for "accounts" returned 81 results.
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Performance
...– how many leads were promoted to accounts with an account state of won. Close modal Page views by referrer A graphical view of the number of page views by...
Data Sources Overview
Data Sources replace Campaign Sources for Marketing but work in a similar way to campaign sources, e.g. you can filter to a group of contacts, accounts, profiles or other object...
Engagement Overview
...Engagement scores offer insights against Accounts, Contacts & Leads. List View – You will be able to view the Engagement History and Trend on your Account, Contact & Lead lists....
Email Automation
...Bounced email. These scores pass back into the CRM into the Engagement Scores section against Contacts and Accounts. Info Read more about Engagement Scores in Gold-Vision CRM. There are two...
Drag email to CRM correspondence
...the email against and scroll down to the Correspondence block. This will work with the following CRM modules: Leads Accounts Contacts Opportunities Quotes Projects Activities Events Close modal Head over...
Copying Opportunities
...record. Close modal This will open a list of all of your Accounts. Select the Account you would like to assign the copied Opportunity to. Close modal If you’d like...
Company Watch Fuse Integration Overview
...empower your team to make smarter decisions. ✅ Enhanced data accuracy – Automatically import up-to-date company financials, risk scores, and credit information into CRM accounts. Eliminate data entry errors and...
Configuring the Microsoft Teams Integration
...Azure Portal as an Application Administrator Go to Azure App Registrations — use an existing or create a new registration Set Supported account types to Accounts in this organizational directory...
Product News
...should get in contact with a Lead, Prospect or Customer. January 2024 Save time with our brand new ZoomInfo Integration which enables you to create new Gold-Vision Accounts, Contacts and...
Creating & Using Notes
Notes can be created against any item within the Account and are used to record important Account related information. Create a Note Close modal Close modal Note Options Stick –...