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Articles tagged "follow-up_rule" returned 139 results.
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Web Form Integration Overview
Gold-Vision web form integration can automatically update the Lead management area in Gold-Vision with new leads. You may already have a web form on your website which captures your lead...
Calendar Synchronisation
...Calendar Synchronisation supports the following third party calendar providers: Microsoft Exchange (2007 or later) Google calendar Office 365 To enable calendar synchronisation you may need to setup a service account:...
Configure your Lead Screens
...can be also be configured using the screen design tool. Default Fields The following fields will appear by default on the screen: Summary Company Main Phone Website Post/Zip Code First...
Outlook Plugin
...This is why from March 2017, the Outlook 2007 plug-in is no longer supported. Download the Plugin To download the Outlook Add-In, go to https://outlook-plugin.goldvisioncrm.com/setup.exe You can then Save and...
Short Codes
Short codes have been built into Gold-Vision to achieve the following purposes: Provide a unique reference number for each item in Gold-Vision. This can be used as an alternative to...
Automatically creating Project Activities
...following syntax into the data value box for that field ={ [START_DATE] + 2w } Save and activate the alert Close modal You may wish to notify recipients when new...
Mail Tracking Settings
Global Mail Tracking Settings To setup the global Mail Tracking Setting for your Gold-vision system go Mail Tracking Settings in the Settings area. In addition to these settings mail tracking...
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...
