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Articles tagged "prepare" returned 14 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...

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...

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...

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...

How to convert an excel spreadsheet

How to prepare your data for import....

Preparing your data

...you. This web clip shows you the key points to follow Prepare your data Close modal The first row is a header row that describes the data contained in each...

Introduction to Importing Leads

...Lead Import Tool… Configure Lead Management Settings Prepare your data Download the Import Tool Importing your Leads Updating an Import Configure your Lead screen Assign leads Qualify, progress leads, promote...

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:...

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...