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Articles tagged "opt-in" returned 185 results.
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Using Contact records
...use these option visit Using Privacy Actions in Gold-Vision – GDPR page. Using Privacy Actions in Gold-Vision – GDPR page. Categories In addition to user defined fields unlimited numbers of...
User Access Options
...Tip Tip: Access to Gold-Vision item types, for example; Opportunities, Projects, Reports, etc., can be restricted by Primary Team in User Access Options within the Settings area. Close modal No...
Creating An Opportunity
Opportunities are potential sales or business development with Accounts. Create A New Opportunity There are different ways to create Opportunities in Gold-Vision the most used options are: Option 1 –...
Configure Account Page
...with the fields in Gold-Vision Account. When complete click the Save button. Info Please Note – where a list of options is available you can choose to hide selected options....
Team Management
...of the options for a user, see User Configuration. User Access Options Info Tip: User Access Options allows you to determine the Access, Edit and Delete rights for each Team....
Searching and Filtering Lists
...search options such as “greater than…” or “less than…”. Click on the Funnel in the Search box then choose your filter options: Close modal Wild Card Using the wild card...
Design Tools and Functionality
...These are created to contain the content blocks placed within them. Settings: The Settings tab allows you to edit the overall structure of your email template, with options including content...
Managing Quote Products
...no longer required on the quote this can be either deleted or made Optional by ticking the Optional tick box against the product. Optional products are not included in the...
How to send an email with Connect
...email to be sent from, and if applicable, select the correct domain from the dropdown options. You can then add a name that will be visible to your recipients in...
General Navigation
Filters and Searching Options Folders and Tags Folders can be added to Campaigns, Emails and Landing Pages to organise and easily find items. Info You only have the option...
