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Articles tagged "The Basics" returned 386 results.
Page 12 of 39
Automated Email
...to set the dates that the automation should run and how frequently this should run. This option will run the Automated Email on your schedule and refresh the recipients of...
Product News
...ZoomInfo. The release also includes general updates to Reports, Seminar Alerts, Multi Select and lead list views. The Knowledge Hub – June 2023 Introducing the Knowledge Hub! Gold-Vision’s brand new...
Creating A Lead
...will then need to select the Lead List you would like to create the Lead against and click the Select option at the bottom of your screen. Close modal Enter...
Add Products To An Event, Session Or Booking
...you can also add a note here too which will to the details tab. Close modal Using the example below the Booking has a Total Value for the Booking, however...
Office 365 Contact Synchronisation with Gold Vision
...Synchronise a contact simply select from the Inline Edit menu the Sync Contact option. This will synchronise the contact and tick the contact in the “Synced with Office 365” column....
Creating Templates & Template Tags
...mapped drive or a web folder. The shared folder is used by the Gold-Vision client when generating document templates from an item. The shared folder must adopt the same sub...
Create Data Source
...with an Automated Email then you need to use the Schedule Automation option for the run of the email which will define the frequency that the automation occurs. Live –...
Advise the customer that their subscription is due
...a name and a description. Select the object the date is associated with eg Contact/Profile Enter the Subject line and body of the email You can add information from Gold-Vision...
Capture, Manage & Nurture Exhibition Leads
...The Exhibition Lead Lists are created within the Lead Management section, available on the View menu, or from the New Menu Close modal 2. Update Screen Design Using the Settings...
Managing Quotes
...link to the Account, select the Relationship then click Add. Close modal Creating document templates from a Quote Document templates can be created from a Quote record using the Word...
