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Articles tagged "follow-up" returned 119 results.
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Lead nurture
...to your event lead list. That’s not all – you could then use marketing automation to send out a follow-up email, or maybe a follow-up call, to every lead on...
Email Automation
...Close modal Close modal You can choose from pre-created follow-up emails or create a new follow-up email on the fly. Close modal Info Find out more about Follow Up Emails....
Marketing automation introduction
...run display information You can schedule stages to run to a specific point in time. Once your initial campaign stage has been made, you can schedule the follow-up stages to...
Run and re run a stage
...same dialogue box will appear with 3 tick options: Close modal Create follow up activities: automatically creates activities when the stage is run. Used for things such as phone follow-ups....
Automations
...Ellipsis icon to Delete an element. Close modal Or, click on the ellipsis icon of any Email element to add a Follow up email. Info See Follow up Email...
Managing Activities
...option. Click here to find out more about Creating Appointments. Follow-up Activity Can be created from an Activity of any sort. This can be used, for example, after a meeting...
Advanced Templates
...associated areas. For example if you setup a template against a Quote it would be possible to pull fields from the following areas: account, contact, opportunity. Using the ‘normal’ mode...
Facebook Integration Overview
...social campaigns are having on your followers. Setting up the Facebook Integration If you are interested in setting up a Facebook integration for your business, please contact our Support Team....
Linking Purchased Time
...need the following: A Gold-Vision Quote that has the Training product added to it A Gold-Vision Project for the Training required Steps to follow: Change the Status of your Quote...
Linking Purchased Units
...functionality, make sure the following items have been screen designed on the required Gold-Vision records: Products have been Linked to Purchase Units see Configuring Time page for more details. You...
