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Articles tagged "automation" returned 30 results.
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Manage your Sales Team Introduction
...here to find out more. Close modal Sales automation Set reminders for key account management tasks (e.g. contract renewals) Automatically qualify out opportunities after a period of inactivity Create...
Lead Scoring
...your leads Add to a Lead Nurture Campaign Re-assign to a Sales Person or promote the Lead in to Gold-Vision. Or using Marketing Automation, alert the Lead owner when a...
Configure Alerts Introduction
...(Note – this is only available to Marketing Automation) Note Alert – when a Note is added or edited by a user In addition to this, there are also Note...
Touch Point Alert
...can follow up swiftly. Note – this option is only available with Marketing Automation. Close modal Tip Tip: Use Touch Point Alerting to add ‘hot’ leads to a Campaign source...
Capture, Manage & Nurture Exhibition Leads
...Gold-Vision’s Marketing Automation, you may set this up to send an Email every 30 minutes to leads captured. To setup your campaign in advance, create a Campaign from your Lead...
Exchequer Integration Overview
...jobs, or create new Exchequer customers, suppliers, quotes, sales orders, and invoices with ease right from Gold-Vision accounts, quotes, or bookings. Intelligent automations Automatically import transaction histories, synchronise exchange rates...
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....
Gold-Vision On-Premise Technical Requirements
...Gate DLM automation Microsoft Shared Management Objects 2016 Microsoft System CLR Types 2016 Firewall/Proxy Allowed Addresses For installation and updates and licence registration Gold-Vision requires the following addresses to be...
Delay sending follow up
You can use the Delay Sending rule in a follow-up stage to delay when the next Stage is sent Example using Gold-Vision Connect You want to send a second email...
