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Articles tagged "Design" returned 145 results.
Page 14 of 15
Automated Email
...email and do your Email Design it as you would for any other kind of email. Add your Recipients to the email; be aware that whether you choose from a...
Emails Overview
...type of email rather than from all your emails. Info Visit Brand Settings to find out more about how to set up Contact Preference Types. Click on the Design button...
Importing your Leads
...import will start and the duplication process will begin. Close modal What Next? Configure the Lead Screen Configure your Lead Screen using the Screen Designer. Lead List Settings From the...
Ranked List
...field Colum to a list in – Settings – List Designer – Open the List – click on Actions button – Select Manage Options – Look for the Rank Value...
Contact Activities
...will be assigned to. Warning Contact Activity is the standard term used for this specific area of Gold-Vision. If you have amended the name in the Screen Designer it will...
Storage Feature Improvements
Based on your feedback we are designing features to help you manage your document, email, and email attachments storage. There will be a new option for your System Admin users...
Drag email to CRM correspondence
...to your email inbox and drag and drop the email you’d like to add to Gold-Vision over to your desktop or designated folder. Close modal Now, drag the email file...
Drive CRM user adoption – turn reluctant users into engaged advocates
...discover practical ways to overcome them. ✅ How to create user-friendly workflows that drive daily engagement Learn how to design intuitive, role-specific workflows that make your CRM feel like a...
Drive CRM user adoption – turn reluctant users into engaged advocates
...workflows, and discover practical ways to overcome them. ✅ How to create user-friendly workflows that drive daily engagement Learn how to design intuitive, role-specific workflows that make your CRM feel...
Product News
...tracking privacy setting, additions to the Quote List Designer, Webinar schedule and more. September 2022 Introducing Modern Authentication (OAuth 2.0) for Office 365 and Gmail. August 2022 Introducing general updates...
