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Articles tagged "The Basics" returned 386 results.
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Manage Dashboards
...the Manage Dashboards screen, click and drag to re-order. Close modal Hide / Show You can click the Hide Icon or the Ellipsis Icon to control the visibility of a...
Automatic Email to confirm a call has been logged
...Enter the Subject line and body of the email You can add information from Gold-Vision eg the renewal date by adding the item data field from the drop down. Close...
Google Analytics Integration Overview
...Analytics integration allows you to report on the success of your email campaigns sent from Connect. View the statistics in graphs and tables, and use the information to make changes...
Configure Dynamics NAV Integration
...way in which the integration modules function for your business, you can edit the mappings between the two systems as well as the alerts that are triggered based on an...
Configuring the Lead Forensics Integration
...key to your Lead Forensics account manager and ask for the following: Enable the integration between Gold-Vision CRM and Lead Forensics Set the data feed to automatic Lead forensics will...
Add/exclude recipients to a stage
...finance team. Simply search in the Sources drag and drop section at the bottom of the Campaign Stage Overview page for your exclusion source and drag them over to the...
Using stock templates in Connect
...templates that are easily customisable to match your brand style. To use one of the stock templates available, select Templates from the upper righthand side menu. Select + New, then...
How to use follow up rules
...Run the Campaign Stage this will automatically create activities for all recipients within the stage. The Activities will be created and distributed as requested, for instance to the Account Manager...
Creating A Chart
...from the View menu. Close modal You will then have the following options: Close modal Select create a new widget and select Chart Select the chart type then choose the...
