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Articles tagged "email" returned 194 results.
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Managing Quotes
...a Quote Select delete if you would like to delete the quote from the opportunity. Email from a Quote Use this option if you would like to email the Quote...
Standardise documentation
...select a template and either Save to File, Download, Send as Email or Attach to Email: Close modal To find out more about Document Production click here. Send Proposals via...
Creating & Using Notes
...select this option if you would like the note to always appear at the top of the correspondence list. Sticky notes will appear in chronological order. Send Email/ Broadcast –...
Searching and Filtering Lists
...where there is no email address. Add [null] in the search box NOT BLANK FIELDS Example: All contacts where there is an email address. Add ‘_‘ in the search box EXCLUSION/ BLANK FIELDS (dropdowns) Example: Exclude all Accounts...
Connect reporting
...to the activity for a follow-up call. From these activities the sales team may create either Opportunities, Appointments or Event bookings to track ROI from the initial email. Close modal...
Marketing automation introduction
...10,000 Connect Email credits. Gold-Vision’s Marketing Automation module consists of two key concepts: automating Gold-Vision Campaigns and Touch Point alerting: Campaign automation Automate your Gold-Vision Connect campaigns and use them...
Power searching
...set to Partner Referral. To achieve this you would use the ! symbol. For example, !Partner referral. BLANK FIELD Example: All contacts where there is no email address. For example, search for [null] NOT BLANK...
How To Use Reference Numbering
...a Quote using {AC:3}-{#QUO} and ticking Add to Summary. Close modal Info If you have ticked Add to Summary, the reference number will be included when sending an email and...
Updating an Import
...In both options you will need to select a match key – you could use email address if you are confident that all records have an email address, alternatively you...
Configuring the Eventbrite Integration
...the Booking Contact will be added four times as an Attendee. Unknown Attendee Account Creation New Attendees will be linked to the relevant Gold-Vision Account by first matching their email...
