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Articles tagged "email_template" returned 222 results.
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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. ...
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...
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....
Create a ‘Cherry Picked’ source
...Source updates it based on your filters or added Accounts and Contacts. Info You can open your source to review any invalid recipients e.g. missing email addresses or contact preferences....
Add/exclude recipients to a stage
...click and drag into the Included column. Close modal Exclude Recipients Imagine you are sending out a newsletter campaign email to all of your customers, but you know that a...
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...
