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Articles tagged "follow-up" returned 119 results.
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Lead capture
...follow-up of hot leads. Close modal What happens next? When a lead visits the selected pages on your website and reaches a score of 60 or above, all Team A...
Automate the sales process
Use Gold-Vision Alerts to Automate the process Create automatic follow up activities for Opportunities In this example – when an Opportunity for New Sales is created, an activity to schedule...
Duplicate Scoring
...spaces and non-alphabetical characters are removed and the same Town name. e.g. The following records would be flagged as duplicates: Company Name Town Gold-Vision West Haddon Gold Vision (Esteiro) West...
Configuring Time
...will show you how to configure Time and below you have step by step instructions as well: Setting up a Standard Working Day The initial setup is quick and easy....
Automated Email
...Automation actions for any Follow up emails if required before proceeding to Send or Schedule. Send or Schedule Use the Automation Sending Options to define the period in which...
Configuring the SharePoint Online Integration
...or conflicts arising from mixed usage Setup There are five steps involved in setting up a Sharepoint Online integration, summarised below. Enabling Sharepoint Online Integration Authenticating with Sharepoint Online Configuring...
Configuring the Generic Phone Integration
...modal 5. Testing To test the integration follow the steps below. Enable the phone integration for your own user following steps 3 and 4 above Open the Contact list (from...
Using your Sage 200 integration
...select the product and the quantity then click add to build up your Quote Lines. Close modal You can have different alert criteria to trigger items being pushed into Sage....
Configuring the Lead Forensics Integration
...Gold-Vision, score it using touch point scoring and create follow up activities or opportunities for your users in Gold-Vision. Enable Lead Forensics Integration 1. To enable the integration you must...
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...
