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Articles tagged "screen design" returned 187 results.
Page 17 of 19
New Brand
...the top right or on the New Brand icon on the screen. Close modal You will then be able to update the Brand details. Close modal Info A subscription to...
New Campaign
Use the button at the top right of the screen to create a new Campaign. Close modal Give your Campaign a name and assign your Campaign to a Brand if...
Workspace Settings
Access your Workspace Settings using the cog wheel icon at the top right hand corner of the screen next to your contact avatar. Close modal The workspace settings allow you...
General
...‘show all brands on contact preferences’ option controls whether all brands from Marketing are shown in the Marketing Preferences screen section against your Contacts in Gold-Vision CRM. Close modal...
Product News
...including enhancements to the Action Centre – Recent Events, email tracking privacy setting, additions to the Quote List Designer, Webinar schedule and more. September 2022 Introducing Modern Authentication (OAuth 2.0)...
Campaign stage types
Connect Running a stage with the Media type set to Email (Connect) will upload the recipients to Gold-Vision Connect. From there you can design your email and send it. Close...
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,...
Introduction to Projects
...different predefined Stages, Documents, Appointments, Correspondence (Emails and Notes), Photo Gallery, Links and Time. Close modal To facilitate the management of a Project, automated workflows can also be designed for...
Alert Trace
The Alert Trace is designed to assist you in diagnosing why certain alerts are not firing as expected. Alert Trace is available in the Settings area. Close modal By selecting...
Configure Alerts Introduction
Alerting is designed to integrate Gold-Vision more closely with your business process and work flow. The Alerting module allows Gold-Vision to automate their business process using predefined criteria via Conditions...
