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Articles tagged "follow-up_rule" returned 139 results.
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HTML templates
...HTML templates that you have previously used in other tools or that your design agency/team have created. From the Template library, select Upload HTML Template option and upload the relevant...
How to send an email with Connect
Now that you’ve followed all of the steps of setting up a Campaign, Campaign Stage and Sources and have Run your stage through to Connect, it’s time to send your...
Letter Campaigns
...address, salutation and a variety of user defined contact fields. 1. Set up 2. Create a template 3. Creating and running a letter campaign Setup Letter Campaign To set up...
Touch point automation
...to automatically create follow up activities for team members to make their next steps even easier. You can also use touch point automation to create touch points from alerts. Info...
Introduction to Time
...are available in the following areas: Account Account Activity Contact Activity Opportunity Opportunity Activity Project Project Activity Time Features Time feature has been designed to also allow users to record...
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:...
Simple Time Management
...functionality, make sure the following items have been screen designed on the required Gold-Vision records: Time Section has been added to the screen design – to find out how to...
Creating A Chart
...from the View menu. Close modal You will then have the following options: Close modal Select create a new widget and select Chart Select the chart type then choose the...
Creating A Count
...from the View menu. Close modal You will then have the following options: Close modal Select Count, amend the name if required. Close modal Counts can be renamed and pinned...
Creating A Table
Creating A Table From A List To create a Table from a list, select Report from the View menu. Close modal You will then have the following options: Close modal...
