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Articles tagged "alert" returned 60 results.
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Marketing automation introduction
...will amend the settings you have chosen for stage and revert them back to the original ones. Touch point automation Automate alerting based on touch points. For example, alert your...
Touch point automation
Use Touch Point Automation With touch point automation, you can automate your alerting based on touch points for any Gold-Vision account, contact or lead. You can then use this information...
What’s New in Gold-Vision 8
...list Alerts Emails Calendar Appointments Close modal Improved Alerting We’ve also made changes to our alerts, making it easier for you to identify key or valued information at a quick...
Creating Appointments
...list. Gold-Vision Reminder Alert If you select a reminder option then all users who have not declined the appointment will receive a Gold-Vision alert at the selected time before the...
Advise the customer that their subscription is due
...eg the renewal date by adding the item data field from the drop down. Close modal Step 2 Create a Reminder Alert Conditions – eg: when the Renewal...
Automatic Email to confirm a call has been logged
...modal Step 2 Create the On-Save Alert for a Contact Activity. Conditions: when the item (Contact activity) is created. Action: Email the Contact, select the relevant Template. Close modal Tip...
Automatically creating Project Activities
...following syntax into the data value box for that field ={ [START_DATE] + 2w } Save and activate the alert Close modal You may wish to notify recipients when new...
Configuring the Eventbrite Integration
...button will be made the owner of the Event. Alert Event Owner if Overbooked We strongly advise leaving this setting to Yes. If you add Attendees both via Eventbrite and...
Using your Sage 200 integration
Send a Gold-Vision account to SAGE You can configure the alert conditions that trigger when an account is pushed into SAGE. In the example below, there is an alert that...
Using the QuickBooks Online integration
1. Gold-Vision Account to Quickbooks Online Customer Based on the specific Alerts pre-configured, Gold-Vision Accounts can be pushed to QuickBooks Online Customers using different methods: In the example below the...
