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Articles tagged "email_marketing" returned 238 results.
Page 17 of 24
Data Import
Who is it aimed at? Gold-Vision Administrators and Managers What does it cover? During this webinar, we cover how to download the Data Import Tool together with uploading Account/ Contacts....
Campaign Settings
...Navigation for information on how to use the Search, Folder and Tag options on this list. Info See User Management to learn how to add users to your Marketing Workspace....
New Workspace
The first time you login to Marketing you need to set up a Workspace. Give your Workspace a name and press Continue: Close modal Setup a Brand You will then...
Team Management
You can organise your Marketing users by keeping them in Teams. To create a new team, go to ‘Team Management’ and press ‘+ New Team’. Close modal Then add a...
Contact Support
...a response shortly. Raise a ticket Or Contact the Support Team Chat online, send us an email or give us a call. Live Chat Email Support +44 (0) 1788 511110...
Managing Opportunities
...Member to an Opportunity Different Members can be added to opportunity records alongside their roles and relationships Email from an Opportunity Use this option if you would like to email...
Managing Quotes
...a Quote Select delete if you would like to delete the quote from the opportunity. Email from a Quote Use this option if you would like to email the Quote...
Standardise documentation
...select a template and either Save to File, Download, Send as Email or Attach to Email: Close modal To find out more about Document Production click here. Send Proposals via...
Creating & Using Notes
...select this option if you would like the note to always appear at the top of the correspondence list. Sticky notes will appear in chronological order. Send Email/ Broadcast –...
Searching and Filtering Lists
...where there is no email address. Add [null] in the search box NOT BLANK FIELDS Example: All contacts where there is an email address. Add ‘_‘ in the search box EXCLUSION/ BLANK FIELDS (dropdowns) Example: Exclude all Accounts...
