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Articles tagged "prepare" returned 13 results.
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How to prepare your data for importing
How to prepare your data for importing on Gold-Vision 8....
Connect Email Design Tool Changes 2023
...new drag and drop templates. How can I prepare? To prepare for these changes, we suggest that new email templates are created using the new drag and drop tool as...
Managing Activities
...with an Account customer, to define a new action following the first Activity, perhaps to prepare a Quote or set up a demonstration. New Opportunity More on how to create...
How to use the legacy drag & drop design tool
Warning The legacy drag & drop design tool is retiring on 31st July 2023. For more information on these changes, and how to prepare, please visit this page. If you...
Automated Connect campaign
...tab will prepare your mail shot to run – once started, you will then able to select the mail shot template from within Gold-Vision. Close modal Next, go into Gold-Vision,...
How to send an email with Connect
...are complete, it’s time to complete the tabs along the top of the mail shot to prepare for sending. Design tab As well as giving you access to make final...
Single Sign On
...enhanced security. Improve password management. Assists with Regulatory Compliance. How to register for Single Sign On To prepare for this, users need do the following Go to https://uk.gold-vision.me/ Click...
What Is GDPR? Including Best Practice
...increase. SAR’s must be complied with in a month, so it is recommended that you prepare a procedure and order of responsibility to process these efficiently. It’s worth familiarising yourself...
Importing your data
Data import step by step Once you have prepared your data and downloaded the import tool, click to start a new import: Select the Import Type Select your file. Note:...
Introduction to Importing Leads
...Gold-Vision Data. Importing Leads Steps Configure Lead Management Settings Prepare your data Download the Data Import Tool Import your Leads Configure your Lead screen Assign leads Qualify, progress leads, promote...
