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Articles tagged "follow-up" returned 119 results.
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Configuring Gmail Calendar Synchronisation – Basic Authentication
...domain wide authority. More information on this setup can be found here. Setting up a Service Account for each user (Option 1) Log in to Google developer console (as the...
Configuring Gmail Mail Tracking with Basic Authentication
Overview Please note: For information on configuring Gmail Mail Tracking with Modern Authentication, please click here. Centralise your emails and appointments and keep your CRM up to date without having...
Using your Sage 50 Integration
...more about how to setup conditions. In the example below, the condition that triggers the push is when the Account Type field is set to Customer: Close modal Once the...
Managing your Sage 50 integration
Once you have access to your integration, you can manage it as follows: Configure the integration Go to Settings are and search for Integration Mappings: Close modal And select Sage...
Adobe Sign Integration Overview
...will need an Adobe Sign account, if you are new to Adobe Sign, sign up here. To Setup the Adobe Sign Integration simply follow the instruction on the Configuring the...
DocuSign Integration Overview
...new to DocuSign, contact our Support Team and we will setup an account for you. To Setup the DocuSign Integration simply follow the instruction on the Configuring DocuSign Integration page....
Eventbrite Integration Overview
...completed before, during, and after the event. Setting up the Eventbrite Integration To begin the setup your will need an Eventbrite account, if you are new to Eventbrite, sign up...
Exchequer Integration Overview
...product lists and transaction histories into Gold-Vision. Setting up the Exchequer Integration If you are interested in setting up an Exchequer integration for your business, please contact our Support Team....
Introduction to Marketing
...to provide an ‘Introduction for Marketing Users’. We will explain how to create and run campaigns, email design, sending and reviewing campaigns along with follow up stages and Marketing Automation....
Microsoft Dynamics NAV Integration Overview
...access Dynamics NAV. Setting up the Microsoft Dynamics NAV Integration If you are interested in setting up a Microsoft Dynamics NAV integration for your business, please contact our Support Team....
