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Articles tagged "marketing" returned 111 results.

Page 11 of 12

Using Word Mail Merge

Word mail merge can be used to create a personalise Outlook email to a group of recipients using a campaign source You can either create a campaign source and export...

Using Touch Points

Import Touch Points When a touch point is imported, Gold-Vision will see if the data matches any existing Account, Contact or Lead records. Info The touch point screen will be...

Create Event Sessions

Create Event Sessions Sessions can be added to Events, for example a training day with workshops/speakers, from the New Icon menu shown below. A Session can help to track who...

Create a Delegate List

Create Event Sessions Sessions can be added to Events, for example a training day with workshops/speakers, from the New Icon menu shown below. A Session can help to track who...

Design your screens & lists

Who is it aimed at? Gold-Vision Administrators and Managers. What does it cover? How to customise and configure your screens and lists in Gold-Vision 8....

The Basics Part Two

Who is it aimed at? Gold-Vision Administrators and Managers. What does it cover? How to customise and configure your screens and lists in Gold-Vision 8....

Introduction to Sales

Who is it aimed at? Gold-Vision Administrators and Managers. What does it cover? How to customise and configure your screens and lists in Gold-Vision 8....

Screen & List Design

Who is it aimed at? Gold-Vision Administrators and Managers. What does it cover? How to customise and configure your screens and lists in Gold-Vision 8....

Data Import

Who is it aimed at? Gold-Vision Administrators and Managers. What does it cover? How to customise and configure your screens and lists in Gold-Vision 8....