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Articles tagged "follow-up_rule" returned 139 results.
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Updates
Back to Release Notes – September 2021 Updates Lists / Menu The Account field called External ID can be added to the Product Sales list You can now create Quick...
Advanced Templates
...associated areas. For example if you setup a template against a Quote it would be possible to pull fields from the following areas: account, contact, opportunity. Using the ‘normal’ mode...
Emails Overview
...it to a folder, add a Follow up email or delete that email. Close modal Info See Follow up Email for more information on how to create them...
Connect reporting
...syncs up with Gold-Vision automatically, allowing you to use it to create Follow-up stages in Gold-Vision campaigns based on the data gathered. Follow-up Stage Activity A follow-up stage could involve...
Lead nurture
...to your event lead list. That’s not all – you could then use marketing automation to send out a follow-up email, or maybe a follow-up call, to every lead on...
Email Automation
...Close modal Close modal You can choose from pre-created follow-up emails or create a new follow-up email on the fly. Close modal Info Find out more about Follow Up Emails....
Linking Purchased Time
...need the following: A Gold-Vision Quote that has the Training product added to it A Gold-Vision Project for the Training required Steps to follow: Change the Status of your Quote...
Linking Purchased Units
...functionality, make sure the following items have been screen designed on the required Gold-Vision records: Products have been Linked to Purchase Units see Configuring Time page for more details. You...
Create a new campaign
...click Save. Close modal Once your campaign is set up, you will need to create your Campaign Stages (including any Follow-up Stages/Rules), Add/Exclude your sources, and then Run your stage....
What Is GDPR? Including Best Practice
...rules and regulations on data collection and data processing will allow individuals enhanced rights to access or withdraw their data. This new legislation will replace the existing Data Protection Act...
