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Articles tagged "email" returned 194 results.
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Create a Delegate List
Delegates List in the Event Use Gold-Vision to view a list of Attendees either as a list of Attendees on your Event Page or as a tab against the Event....
Configuring the Adobe Sign Integration
...is updated automatically) Tip Tip: if you don’t add any Adobe tags, depending on how you have set Adobe up, the signature and email tags will automatically be added...
Configuring the Microsoft Outlook Integration
Close modal Overview Gold-Vision allows integration with your Microsoft Outlook mailbox, this enables you to: Automatically link Outlook emails to associated CRM records including Account, Contacts and Activities. Enable Calendar...
Gold-Vision Technical Requirements
...Chrome or Edge Android – Chrome or Edge To integrate Email & Appointment Tracking you will need Office 365, On-premise Exchange with EWS or GMail Close modal Microsoft announces support...
Intro to Lead Management
...them to a Lead Nurture series of emails. Marketing Automation makes this very easy and hassle free. Lead Reporting – View lead progress using Gold-Vision dashboards. Improve lead measurement and...
Manage your Sales Team Introduction
...effectively Drill down with one click for full opportunity details: who’s involved, recent emails, where the opportunity came from and what’s happening next Click here to find out more. ...
Action Centre
Using the Action Centre Recent list Use your Recent list to keep track of where you’ve been and quickly access those items. Use the Action Centre to keep track of...
Easy Navigation Tips
...when the start date is reached (and they’ve not been completed). Alerts are your reminders and you can also see Emails and Appointments. Close modal Tip Tip: You can quickly...
Managing Appointments
...may be added. Notes are then visible under the Correspondence section. Click here to find out more about Notes. Use document templates to send a letter or an email. More...
Brand Overview
...multiple marketing elements such as emails and landing pages. You can create multiple brands within your workspace if needed; such as for marketing for different company identities or product ranges....
