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Articles tagged "contact" returned 195 results.
Page 13 of 20
Using Sites
...a different Site: Info Other than for Account and Contact Records Administrators will have to add the Site field on the screen design of the required item. To find out...
Add/exclude recipients to a stage
...certain customer has requested that their finance team no longer receives them. You have already created an exclusion source list containing every contact from that company that is in their...
Add to an existing source
Add to an Existing Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Go to the Actions menu, select...
Automated Connect campaign
...list. Send to new recipients only – tick this box if you want to ensure that only new contacts added to your campaign source will receive the mail shot. Once...
Create a campaign source
...a Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Then go to the Actions menu, select Campaign, then...
Lead capture
...a set of pages that you’ve identified as key. The best time to contact a lead is when they have already decided to spend time looking at your company. Imagine...
Touch Points introduction
...Accounts or Contacts. Touch Points will be visible based on the Touch Point Categories you have setup. Change the view to show by Year by Month or by the current...
Using Word Mail Merge
...the recipients or you can create a quick campaign and, from the stage, export the valid recipients. Creating a Quick Campaign Filter your contacts, create a quick campaign. Open the...
Setting up Products with Time/Unit
Allows you to log time/units against Gold-Vision records linked to Purchased Time / Units. The Log Time functionality is available against an Account, Account Activity, Contact Activity, Opportunity, Opportunity Activity,...
Introduction to Time
...are available in the following areas: Account Account Activity Contact Activity Opportunity Opportunity Activity Project Project Activity Time Features Time feature has been designed to also allow users to record...
