Using Gold-Vision

Campaigns & Connect

Create a campaign source

Campaign Sources are flexible, reusable lists that can be created for use with Gold-Vision Connect, mail merges or to simply export the data to a CSV file.

Creating a Source

Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Then go to the Actions menu, select Campaign, then New Source, name your source then click OK.

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