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Articles tagged "link" returned 102 results.
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Generic Phone Integration Overview
...phone call from within Gold-Vision is quick and easy! Once configured, you can simply click on a phone number linked to one of your accounts or contacts and your phone...
LiveChat Integration Overview
...Gold-Vision support ticket from within their chat window, and salespeople can create new opportunities. Save transcripts Chat transcripts are automatically saved and linked to the relevant accounts and support tickets...
Microsoft Outlook Integration Overview
...Outlook Integration Calendar synchronisation – when enabled, Calendar Synchronisation forms a two-way link between Gold-Vision and Outlook Appointment creation and management, so you can see and edit your calendar across...
Sage 200 Integration Overview
...view of your customers from within Gold-Vision. Standard modules available as part of your integration Create new Sage customer from Gold-Vision account Push Sage customer information to linked Gold-Vision account...
Account Portal Management
...the Plus Icon to add:- Menu Pages – Pages which will appear on the main navigation. Standalone Pages – These pages can be linked and do not appear in the...
Merge Fields
...and a preview value. Use the Select CRM field button to link this merge field with the specific field that you want to use in your email: Close modal Specify...
Campaign Tasks
The Tasks page allows you to view any existing Tasks linked to your Campaign or to add new Tasks. Close modal Info Visit Tasks Overview for more information on working...
Landing Pages Overview
Landing Pages allow you to create and publish a web page to use in your Marketing Campaign. Email recipients can click on a link to the Landing Page to view...
Landing Page Design
...Link Indexing to the off position. You must also give your landing page a URL. Close modal Preview, New Task, Save and Exit In the top right hand corner you...
Automated Email
...Email on your schedule and refresh the recipients of the Static Data source as it does so. Close modal Info Click to read more about Email actions or Link actions....
