Knowledgebase articles
- Welcome to the Knowledge Base
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- Introduction to Marketing
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- What is Spotler?
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- GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
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- New Case to Google Drive folder
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- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
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- Sync Outreach Tasks/Calls/Meetings to Workbooks
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- Introduction to Reporting
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- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
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- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
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- Sagelink
- Introduction to Transaction Documents
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- Contact Support
- Releases & Roadmap
Setting up Data Enrichment
Last updated : 10th December 2018
To start using the Data Enrichment module, you will need to enable the module, add the capability the relevant user groups, and allocate the extension to users. Steps to do each of these are included below.
- Enable the module: Start > Configuration > Users & Security > Licences & Modules > Modules > Data Enrichment
- Add the Data Enrichment Capability to a User Group: Users & Security > User Groups > Select User Group > Add Capability
