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Articles tagged "links" returned 27 results.
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Using Account records
...Links to an Account Setting links and relationships between Account records and other Gold-Vision items can be done by clicking the links icon on the Account menu. Select the item...
Using Contact records
...links and relationships between Contact records and other Gold-Vision items can be done by clicking the links icon. Select the item type that you would like to link to the...
Managing Opportunities
...the opportunity record by clicking Note icon. Click here to find out more about Creating & Using Notes. Add Links to an Opportunity Setting links and relationships between Opportunity...
Managing your Sage 50 integration
...links Integration links define the relationship between the account in Gold-Vision and the Customer in Sage. When accounts are pushed from Gold-Vision into Sage, an integration link is generated for...
Managing Quotes
...added to the quote record by clicking Note icon. Click here to find out more about Creating & Using Notes. Close modal Add Links to a Quote Setting links...
Building your Template
...words. In this editor you will also find Special Links and Merge Field. Special Links Use the Special Links option to add an unsubscribe link to your text. Use...
Google Analytics Integration Overview
...integration, you can get even better insights to help grow your business. The integration automatically adds campaign tracking codes to your email links, helping you to accurately measure campaign effectiveness...
Linking Items
...another or another Account in Gold-Vision might be a Head office and other Accounts might be Regional Offices. Links can be created from all Gold-Vision records using the Link icon....
Using Sites
...Close modal Add Links to a Site Setting links and relationships between Site records and other Gold-Vision items can be done by clicking the links icon on the Site menu....
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...