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Articles tagged "workflow" returned 12 results.
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Drive CRM user adoption – turn reluctant users into engaged advocates
...discover practical ways to overcome them. ✅ How to create user-friendly workflows that drive daily engagement Learn how to design intuitive, role-specific workflows that make your CRM feel like a...
Data Bridge
...sources, with varying levels of complexity, into all core areas of the system, including the ability to trigger alerts and workflow from the incoming data streams. If you would like...
Data bridge import
...sources, with varying levels of complexity, into all core areas of the system, including the ability to trigger alerts and workflow from the incoming data streams. If you would like...
Marketing automation introduction
Marketing Automation enhances some of the standard Gold-Vision and additional module functionality and can be applied to the entire customer lifecycle. For instance, automated workflows can be used to remind...
What Is GDPR? Including Best Practice
...Assessments (DPIA) will become mandatory for certain circumstances. Privacy impact assessments can become part of your existing risk or project management workflow. Further information is available in the ICO’s guide...
Adobe Sign Integration Overview
Close modal Move from send to signed in record time. Adobe Sign Integration is designed for seamless simplicity, allowing you to automate document workflows within your Gold-Vision instance and...
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...
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 ...
Managing Projects
...follow up actions. Activities can be created manually or workflows can be setup. To create a new Project Activity click the Plus Icon against your Project and select Project Activity:...
