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Articles tagged "mail" returned 177 results.
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Automation Overview
Info Email reacts to data changes. This button controls how the email behaves for send based on whether the data source that you have used for your recipients...
Connect reporting
The Reporting tab on a Connect mail shot shows graphical information regarding the tracking data as well as detailed information regarding click-thrus, read dates and times. Close modal This data...
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...
Calendar Settings for Office 365
...email address for the mailbox. 5. Select to use OAuth and then select an Existing OAuth connection (and pick the one created in mail tracking process previously). 6. Check Import...
Managing Opportunities
...Member to an Opportunity Different Members can be added to opportunity records alongside their roles and relationships Email from an Opportunity Use this option if you would like to email...
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...
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...
