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Search for "sources" returned 37 results.
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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...
Viewing Data Sources
Data sources can be reviewed in card view in the Data Sources list from the view menu: Close modal There are search options at the top right-hand side so you...
How to manage campaign sources
A guide on how to manage campaign sources in Gold-Vision 8....
Resources
Webinars Book a Gold-Vision webinar or view on-demand. Product News View our latest product releases, & technical updates. Tips, Web Clips & More Take a look at our latest resources...
Add/exclude recipients to a stage
...of all sources on the left, or search if you know the name of the source you want, you can also filter by My to see just your sources, and...
Data Bridge
...that only the data you require is imported into Gold-Vision. Close modal Multiple data sources to multiple Gold-Vision objects Data can come from multiple sources at the same time. The...
Email Recipients
...Data Sources for Marketing in CRM see How to create Data Sources. Once the source has loaded, recipients will be shown in a list view. Here you will see those...
Data bridge import
...that only the data you require is imported into Gold-Vision. Close modal Multiple data sources to multiple Gold-Vision objects Data can come from multiple sources at the same time. The...
GDPR Definitions
...long you’ll keep it, the lawful basis for processing etc. Link – ICO Guidance https://ico.org.uk/for-organisations/resources-and-support/getting-ready-for-the-gdpr-resources/ Gold-Vision Definitions Purpose – Record why, how long you store personal data for and the...
Intro to Lead Management
...This is especially useful when you have data from multiple sources, for instance exhibitions, web leads and office enquiries. There are a number of options when managing your leads and...
