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Articles tagged "outlook" returned 19 results.

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Using Word Mail Merge

Word mail merge can be used to create a personalise Outlook email to a group of recipients using a campaign source You can either create a campaign source and export...

Using Contact records

...Categories may be added to items. Categories are centrally managed in the Administration Console to ensure that the data is consistent, although they can also synchronise with Outlook items as...

Campaign Introduction

...Gold-Vision and Lead Management data. In Gold-Vision campaigns you can also build source lists for use with Outlook email, phone, letter, SMS, Gold-Vision Connect or Export to a csv file...

Using Account records

...Outlook items as well if the same terminology is used. Typical applications may be where an organisation has many service lines that may be applied to, say, an Opportunity. Info...

Import Contacts from Office 365 into Gold-Vision

Close modal Import Contacts from Office 365 into Gold-Vision The O365 Sychronise Contacts tool will allow you to import Contacts from Outlook. Please check that your Gold-Vision Administrator has enabled...

Getting Started

...example, the ability to click on an email address to open Outlook to send an email or, if you have our phone integration, the ability to click on a number...

Integrations Pricing

Included Integrations Included as standard at no extra cost Integration 3rd Party Pricing Plan Microsoft Outlook See Office 365 pricing Gmail See Workspace Pricing Adobe Sign See Adobe Sign Pricing...

Calendar Settings for Office 365

...Appointments if you want appointments created in Outlook to be imported to Gold-Vision, otherwise leave this unchecked. 7. Select Fetch Calendars 8. Select the calendar you want, usually there is...

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