Configuring the Microsoft Outlook Integration

...Synchronisation to form a two-way link between Gold-Vision and Outlook Appointment creation and management. Close modal Configure Outlook Integration Configure a service account user for Office 365. For further information...

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...

Sales

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...

Create a quick campaign

...create a quick campaign from any Gold-Vision or lead management list: Close modal Check over your campaign and, if happy with everything, simply run it. Info When you create a...

Lead capture

...modules for automated lead capture: Marketing Automation, Lead Management, Touch Points, web tracking, alerting How to set up Lead Capture Step 1 Set up your web tracking touch points in...

Marketing automation introduction

...to drive engagement with automated email sequences from welcome campaigns to nurture cycles as complex as you require. Combine automated Connect campaigns with Lead Management to nurture leads through your...

Run and re run a stage

...For instance when sending an account management email you may want to create an activity for a follow-up call Send to new recipients only: this is ticked by default. Very...

Projects & Time

Events