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Articles tagged "custom" returned 108 results.

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Welcome new customers

...What this means is that once your lead has converted into a customer you can still use automation! One common requirement when onboarding new customers is to run a welcome...

Custom Text Screen Section

You can now add custom blocks of read-only text to screens across Gold-Vision. The Custom Text Block is a helpful way to remind users of specific processes, provide instructions and...

Custom Integrations Overview

...an industry-specific financial system, maintaining the correct data in both systems automatically and in real-time Setting up a Custom Integration If you are interested in setting up a Custom integration...

Custom Date Periods

Custom Date Periods can be set in the Settings area, to match those used by your business, for example: Financial Year or Sales Quarters. Close modal Custom dates will be...

Configuring Custom Integrations

...correct data in both systems automatically and in real-time Setting up a Custom Integration If you are interested in setting up an Custom Integration for your business, please contact our...

From prospect to customer: Effective lead nurturing through email

...loyal customers with email-based lead nurturing! Key areas of focus include: What is lead nurturing and what is the point? How to prepare for a lead nurture campaign: Knowing your...

Configure QuickBooks Online integration

...modal 1. Gold-Vision Account -> QuickBooks Online Customer Enable this Module so that Gold-Vision Accounts will be sent to QuickBooks online as Customers Edit Mappings choose which Gold-Vision Account fields...

Advise the customer that their subscription is due

For example – automatically send an email when a renewal date is less than one month away. Step 1 Create an email template. Settings > Email template > New Enter...