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Search for "sources" returned 36 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...

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...

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...

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...

Home Page

When you first login your Home Page will be displayed. From here you can create new items, select help resources and view all elements. Close modal From here you can...