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Articles tagged "stages" returned 19 results.

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Introduction to e-mail Campaigns

...campaign stages. Use quick campaigns to easily manage your marketing communications.   This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the...

Updates

...Stages now calculate the percentage Delivered based on the Total Sent and percentages for Opened and Clicked based on the Total Delivered for clearer reporting. You can now export campaign...

Introduction to Marketing

...to provide an ‘Introduction for Marketing Users’. We will explain how to create and run campaigns, email design, sending and reviewing campaigns along with follow up stages and Marketing Automation....

Managing Projects

...Creating Appointments Project Stages and Types Administrator users can configure the Project Status and Type drop fields to reflect: the different statuses that your business has for its Projects Close...

Connect reporting

...syncs up with Gold-Vision automatically, allowing you to use it to create Follow-up stages in Gold-Vision campaigns based on the data gathered. Follow-up Stage Activity A follow-up stage could involve...

Creating An Opportunity

...within the same team as the ownerPrivate: Only the owner of the opportunity has access to the record Closed – Won / Closed – Lost Stages When closing an opportunity...

Preference centre

...link, they will be presented with the page below: Close modal Info Campaign Types can be amended in the Gold-Vision Administration Console within the Screen Design area against Campaign Stages....

Managing data privacy

...contact information in Gold-Vision. Step 5 Marketing automation isn’t just for email, you can also create rules and actions for additional stages that require a different type of follow-up. For...