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Articles tagged "CSV" returned 26 results.

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User Defined Reporting

...a formated report that provides options for saving to Word, Excel or PDF. Choosing Export Data will provide an unformatted CSV download of the raw data. Tip Tip: Users can...

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

...campaign, rather than create a campaign stage, you instead create your source in Gold-Vision, then click Actions and Export Recipients to export to csv ready to upload to Microsoft Word...

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...

Create a ‘Cherry Picked’ source

...Included and Excluded areas on the source. Close modal Your source can now be added to a Campaign stage or exported to a CSV file. Tip Refreshing your Source updates...

Intro to Lead Management

...in CSV format. Use the Gold-Vision Import tool to import your leads into a lead list. Website capture or web tracking – Once you have captured your leads use the...