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Articles tagged "follow-up" returned 128 results.

Page 10 of 13

Office 365 Contact Synchronisation with Gold Vision

...Close modal Close modal You can sync or unsync up to 50 contacts at one using the multi-select feature. Click “Select” to select multiple contacts to be synchronized at once,...

Sales Automation

Upon Opportunity creation automatically create a series of activities for team members with defined due dates and follow up. Create an On-Save Alert for an Opportunity Conditions – When an...

Touch Point Alert

...can follow up swiftly. Note – this option is only available with Marketing Automation. Close modal Tip Tip: Use Touch Point Alerting to add ‘hot’ leads to a Campaign source...

Logs & Log Settings

...logs relate to the following areas of the system: GoldVision_yyyy_mm_dd.txt – The main Gold-Vision system log, containing information on any UI errors. MailScanner_yyyy_mm_dd.txt – The mail tracking log, which will...

Product Settings

...the business or group. Please note that each user can set up their own preferred currency, allowing them to view opportunities in their own currencies. Base Currency ISO Code See...

Importing a Collection

To import a collection you can follow these steps below. Still having issue? Please look at Postman’s Guide here From within Postman you will see an import button clicking on...

Additional Fields

...to get them back out too. More information can be found on your Gold-Vision API OpenAPI Specification to access this replace YOUR-GOLD-VISION-URL with your URL in the following format https://YOUR-GOLD-VISION-URL/api...

Creating the client using IdentityModel

...Console with the following command: Install-Package IdentityModel or by using the CLI: dotnet add package IdentityModel IdentityModel includes a client library to use with the discovery endpoint. This way you...

Using the Generic Phone Integration

...system administrator. To learn more visit the Configuring Generic Phone Integration page. Configure your User In order to use the phone system integration, you must set it up against your...

Configuring Loqate Address Lookup

...for Address Lookup The first step is to turn address lookup on and select Loqate for the chosen system. Open the Settings menu Select Geo Settings Select Loquate Capture Interactive...