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Search for "sources" returned 38 results.
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Modern Authentication Overview
...Authentication to give users access to workstations, network resources and other services within the environment. This legacy authentication approach is not seen as secure enough as online services become widely...
Using Privacy Actions in Gold Vision GDPR
...Data Administrator via the Privacy Dashboard. Personal details contained in data sources will also be removed and will also be deleted from any Data Sources into which the contact has...
Create a ‘Cherry Picked’ source
...and then press save: Close modal Alternatively, you can click the New icon on your Sources list and then follow the steps above: Close modal You can also add individual...
Capture, Manage & Nurture Exhibition Leads
Lead lists can be created for various sources. In order to track lead conversion from specific sources it can be useful to setup multiple lists to capture where your leads...
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...
Create Data Source
To create a new Data Source click on the Data Sources list and click on the plus button at the top right-hand side. Close modal Choose the object that you...
Create a campaign source
Campaign Sources are flexible, reusable lists that can be created for use with Gold-Vision Connect, mail merges or to simply export the data to a CSV file. Close modal Creating...
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...
Homepage
Gold-Vision CRM Get started with CRM with this simple guide. Gold-Vision Marketing All the help you need to create your first campaign with Gold-Vision Marketing. Resources Find upcoming webinars, product...
Introduction to e-mail Campaigns
Who is it aimed at? All Gold-Vision users, specifically marketing users. What does it cover? Learn how to segment your data and create campaign sources and add recipients to your...
