The Basics

Using Sites

...a different Site: Info Other than for Account and Contact Records Administrators will have to add the Site field on the screen design of the required item. To find out...

Add to an existing source

Add to an Existing Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Go to the Actions menu, select...

Campaign Introduction

...phone call, a click on an email or website link, a new sales opportunity or even simple changes to the record itself. Follow-up activities can also be created for account...

Connect reporting

...the creation of an activity for each recipient. This activity would then have the recipient’s account manager set as the Activity Owner and a due date applied to the activity...

Create a campaign source

...a Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Then go to the Actions menu, select Campaign, then...

Email marketing introduction

...be able to use the features of Connect you first need to be set up as a Connect user. Please get in touch with your account manager to find out...

How to use follow up rules

...Run the Campaign Stage this will automatically create activities for all recipients within the stage. The Activities will be created and distributed as requested, for instance to the Account Manager...

Letter Campaigns

...Letter Campaigns and create templates you will need to have access to the templates folder. We suggest the following: Search for the “Gold-Vision” account and open the record, go to...

Managing data privacy

...example, you may wish to create a follow-up campaign which runs at the end of the day to automatically create a follow-up activity for the Account manager to call anyone...