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Articles tagged "merge" returned 14 results.

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Adobe Sign Integration Overview

...managing key documents becomes seamless. Key benefits include: Save time – Shorten your Sales and onboarding cycle. Create your Adobe sign document within Gold-Vision. Use mail merged fields to automatically...

Create a campaign source

Campaign Sources are flexible, reusable lists that can be created for use with Gold-Vision Connect, mail merges or to simply export the data to a CSV file. Close modal Creating...

Campaign stage types

...for Mail Merge. Close modal Phone Using the Phone Media type for a campaign stage can be really helpful when it comes to things like a customer onboarding campaign. Create...

Managing Duplicate Data

...And Contacts Duplicate Accounts and Contacts can be merged in the Settings area For more information please click here. Info You will need to be an Admin to complete this...