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Search for "tracking" returned 44 results.
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Creating Accounts & Contacts
...Tracking is turned on emails to and from the contact will track on the system. Business Address The Business address fields will be automatically populated for the contact record based...
Configuring Modern Authentication for Gmail
Pre-Requisites Users must be using GSuite including Gmail business email. GSuite must be setup with a company domain. The GSuite user must be an administrator in order to create a...
Intro to Lead Management
...in CSV format. Use the Gold-Vision Import tool to import your leads into a lead list. Website capture or web tracking – Once you have captured your leads use the...
Capture, Manage & Nurture Exhibition Leads
...Touchpoints during your Exhibition with the use of either a Lead Forensics or OnMonitoring Integration which can provide web tracking history. If you use Twitter or Facebook you may want...
Gold-Vision Technical Requirements
...Chrome or Edge Android – Chrome or Edge To integrate Email & Appointment Tracking you will need Office 365, On-premise Exchange with EWS or GMail Close modal Microsoft announces support...
How To Use Reference Numbering
...can be used with email tracking, see ‘Configure Alerts Introduction’. If you want to keep the Reference Number separate, don’t tick Add To Summary. Below is an example of how...
Managing Projects
Users can plan and manager their Projects in Gold-Vision with simple resource allocation, correspondence tracking and powerful reporting. Create Activities/Tasks for a Projects Project Activities can be useful to manage...
Creating a Project
...Project and other records. Tip Tip: Adding the Project Reference Number to the Project Summary can be useful for automatically enabling email tracking against the Project. Project References can be...
Lead nurture
...up stages, while tracking and scoring what links they click on and reaching out to them when their touch point score raises over a certain point. Alternatively, you could be...
What Is GDPR? Including Best Practice
...For example, pre-ticked boxes cannot be used as a basis of consent. Consent for marketing calls, messages, website cookies or other online tracking methods is detailed in the current Privacy...
