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Articles tagged "event_leads" returned 106 results.
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Creating A Lead
...can be configured per Lead Management List. View Leads in the Leads List To view all of the Leads created against your list select the View Leads icon. Close modal...
Create Event Sessions
Create Event Sessions Sessions can be added to Events, for example a training day with workshops/speakers, from the New Icon menu shown below. A Session can help to track who...
Assigning Leads
Assign individual Leads Leads can be assigned from within a Lead record to another user. Click on the Actions menu within a Lead Close modal Click Re-assign Lead Choose a...
Event Overview
...your Event marketing from Event awareness and Invitations to post Event follow up and track responses and click through data. Our section on Event Marketing will take you through how...
Event Marketing
...Connect. Manage your Event marketing from Event awareness and Invitations to post Event follow up and track responses and click through data. Our section on Event Marketing will take you...
Event Reporting
...Booking reference number and show multiple Events. The “Event Sessions Attendee” List provides a view of all Attendees by Session if you use Sessions to split your Events. Close modal...
Importing your Leads
...List Status can be set to Open (Leads editable) or Closed (Leads hidden). Access Mode can be set to Public, Team or Private. Choose your Promotion Mode from Anyone or...
Create a Lead List
...be a count of the number of leads promoted once leads are entered. Total Claimed – this will be a count of the total number of leads claimed by individuals....
Updates
...show the Touch Point Score as column Leads Lead list now loads all lists in the system Total Leads count updates correctly after Leads are being deleted Main View Menu:...
Introduction to Importing Leads
...Gold-Vision Data. Importing Leads Steps Configure Lead Management Settings Prepare your data Download the Data Import Tool Import your Leads Configure your Lead screen Assign leads Qualify, progress leads, promote...
