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Articles tagged "highlight-rules" returned 46 results.
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What’s New in Gold-Vision 8
...glance based on rules that you set up, such as automatically highlighting opportunities above a certain value in green. New features & functionality Close modal Forms & portals Gold-Vision 8...
Gold-Vision 8 Upgrade Planning
...Add field group – add a new section of fields, including Multiselect field Multi drop fields Add highlight rules eg show high value opportunities in red Close modal In a...
Duplicate Scoring
...Duplicate Score – The maximum score of all the rules which have returned duplicates Duplicate Count – The number of Contact records of which the item is a duplicate. This...
Monitor And Manage Privacy Data
The Privacy Dashboard will help you as an Administrator to manage Privacy Rules and Actions. Close modal Subject Access Requests Individuals have the right to access their personal data and...
Creating Accounts & Contacts
...domain will then be automatically tracked even if a contact email has not been entered into Gold-Vision Mandatory Fields Fields highlighted in red are mandatory fields and have to be...
Data Import Tips
...and if they are the same will assume they are a match and update the line. Each object is highlighted in a different colour, so be sure to look through...
Email Send or Schedule
Click onto the Send or Schedule button. Before you can send/schedule your email, you will need to ensure that the Pre-Send Checklist has been completed. The Pre-Send Checklist will highlight...
Create a new campaign
...note all mandatory fields are highlighted in red. Once complete, click Save. Close modal Once your campaign is set up, you will need to create your Campaign Stages (including any...
Managing Appointments
...due date or completion status by clicking the edit button Appointment editability follows the normal Gold-Vision security rules. You can limit editing by team using the Access Options and you...
Welcome new customers
...add the following rules to each: 1) Send to Sent Recipients only (will set automatically as default) 2) Delay Sending by 2 days. This will ensure that your new customers...
