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Articles tagged "mail" returned 177 results.
Page 14 of 18
Create a campaign source
Campaign Sources are flexible, reusable lists that can be created for use with Gold-Vision Connect, mail merges or to simply export the data to a CSV file. Close modal Creating...
Create a campaign stage
Campaigns can be designed with one or multiple Stages, as complex or simple as your requirements. Stages define the medium you use to send your campaign (e.g. Connect Email, Phone,...
Lead capture
...Team UK, although you could do this by email if you prefer. The team that you assign this to could be whoever you want to take charge of the initial...
Creating a Project
...Project and other records. Tip Tip: Adding the Project Reference Number to the Project Summary can be useful for automatically enabling email tracking against the Project. Project References can be...
Managing Projects
Users can plan and manager their Projects in Gold-Vision with simple resource allocation, correspondence tracking and powerful reporting. Create Activities/Tasks for a Projects Project Activities can be useful to manage...
Calendar Synchronisation
...go back further in time. Enabling Calendar Synchronisation Against a User To finish the set up you please refer to Calendar Settings for Office 365 or Calendar Settings for Gmail....
Configure your Lead Screens
...Name Last Name Contact Phone Mobile Email Adding Fields Additional fields can be added to the screen, including the fields on your cvs file and new user defined fields. Fields...
Lead Scoring
...Connect emails, if a Lead click on a link in a Connect email they receive they will get a Touch Point score, you can then monitor their interest in your...
User Language Labels
...re-import. Simply save your file once the language labels are amended for re-import. To import the file back into Gold-Vision use the Import button. You will receive an email confirming...
Automatically creating Project Activities
...project activity is created. Adding an additional action of an alert to send an email to the owner of an activity when its created, will ensure that the colleague is...
