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Articles tagged "service_account" returned 216 results.

Page 18 of 22

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...

Run and re run a stage

...For instance when sending an account management email you may want to create an activity for a follow-up call Send to new recipients only: this is ticked by default. Very...

Introduction to Projects

Gold-Vision fully integrated Project Management module offers a central platform where users can manage the complexities of a project combined with Account, Contact and Sales information that already exists in...

Web Form Integration Overview

...unqualified. Please contact your account manager to enable the web form integration. At Gold-Vision we have setup Web Form Integration with our website to capture demonstration requests. A potential customer...

Amending Drop Options

...in the Special Drop Downs Area. Close modal Tip Tip: LinksLink relationships can be edited in the Drop Downs, for example: Account Relationships. Options can be added, amended or deactivated....

Category Management

...automatically apply the Category to all parent items (up to the Account) when it is added to an item. Toggling the Propagate or other options will not affect existing applied...

Changing The Name Of An Item

Item names can be changed in Gold-Vision for instance your organisation may refer to “Accounts” as “Companies”. This can be amended in the Screen Designer area. Close modal Once you...