Document alerting

You now have the ability to create alerting based off document production. To create an alert, this is in the same format that you would create other alerts. You need...

Email Templates For Alerting

Email Templates can be set within the Settings area. Close modal The Email Templates option allows you to design email templates which are used when an alert sends emails. Templates...

Alerting & Workflow

Lead capture

...if your team could call and qualify new website visitors that visited your pricing page, just after they visited? It’s easy with Gold-Vision touch point alerting. Close modal Info Required...

Marketing automation introduction

...10,000 Connect Email credits. Gold-Vision’s Marketing Automation module consists of two key concepts: automating Gold-Vision Campaigns and Touch Point alerting: Campaign automation Automate your Gold-Vision Connect campaigns and use them...

Note Alerts

...to the open tickets (activities) they have through note alerting. One agent may add finding/updates to an open ticket (activities) and note alerting can notify the owner of these updates...

Mail Tracking & Calendar Troubleshooting

...reference that matches exactly Check if the Reference Number Alert is active Info Click here to find out how to automatically link emails to items using reference numbers and alerting....

Automate the sales process

...Close modal Click here to find out more about Activities and Reminders For Administrators if you would like to find our more about Alerting and Workflow please click here  ...

Administration

User Settings Design Data Global Settings Alerting & Workflow Products, Tax, Currencies Diagnostics & Troubleshooting Gold-Vision API Not sure what to do? Our support team is ready to help Raise...

What’s New in Gold-Vision 8

...list Alerts Emails Calendar Appointments Close modal Improved Alerting We’ve also made changes to our alerts, making it easier for you to identify key or valued information at a quick...