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Search for "rules" returned 33 results.
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Welcome new customers
...add the following rules to each: 1) Send to Sent Recipients only (will set automatically as default) 2) Delay Sending by 2 days. This will ensure that your new customers...
Configuring the Lead Forensics Integration
...display the Gold-Vision logo next to your data once it is enabled 3. Navigate to Touch Point Rules from the settings area Close modal 4. Create a new touch point...
Updates
...field selector when changing field in a sub-list Highlight Rules are displayed in the list view Widgets / Dashboards / Reporting View stats option now available on Unit Price column...
Gold-Vision 8 Upgrade Planning
...edit the name and re-size sections. Close modal Configure Pages Set who can see the page – e.g. restrict to certain teams. Close modal Set rules for when the...
Facebook Integration Overview
...by setting up Facebook rules within Gold-Vision. For example, Gold-Vision can be set to automatically create new leads for any followers interacting with your page or posts on Facebook who...
Creating A Lead
...Touchpoints Close modal Leads can automatically be imported into Gold-Vision if you have setup Touchpoint Scoring Rules – Touchpoint setup can enable Leads being automatically created in specific lists when...
Critical Fields
...Fields have to be visible or just on screen? Critical Fields must by on screen, they can be hidden using visibility rules, for example only system admins can see them....
Managing your Leads
...listed and scored based on specific rules, examples of these can be found in Duplicate Score Examples. Promote a Lead Once you have qualified your lead you may want...
Data bridge import
...another external API to pull data from different systems. When implementing Data Bridge rules to created and/or update existing records can be setup based on various match keys. This ensures...
Data Bridge
...another external API to pull data from different systems. When implementing Data Bridge rules to created and/or update existing records can be setup based on various match keys. This ensures...
