Search Results
Articles tagged "follow-up_stage" returned 138 results.
Page 3 of 14
Creating An Opportunity
...are automatically set to 100%. Close modal Stage Recording where you are within your sales process can be managed using the Stage field. Close modal Opportunity Stage drop options can...
Letter Campaigns
...address, salutation and a variety of user defined contact fields. 1. Set up 2. Create a template 3. Creating and running a letter campaign Setup Letter Campaign To set up...
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....
Campaign overview
...of the status of each stage, such as if it is Complete or In Progress, how many recipients were included in each stage and what the Delivered, Opened and Clicked...
Connect Email Design Tool Changes 2023
...the first stage of updates will be applied to Connect At this stage users will be able to pick between the legacy design tool and the new drag and drop...
Create a quick campaign
...list: Close modal Check over your campaign and, if happy with everything, simply run it. Info When you create a quick campaign, a stage and source will be automatically created...
Introduction to Projects
...different predefined Stages, Documents, Appointments, Correspondence (Emails and Notes), Photo Gallery, Links and Time. Close modal To facilitate the management of a Project, automated workflows can also be designed for...
Using Word Mail Merge
Word mail merge can be used to create a personalise Outlook email to a group of recipients using a campaign source You can either create a campaign source and export...
Campaign activities
...of your campaign activities in a couple of places. The campaign stage Close modal The main activity list Close modal Clicking on an activity will display all of its details,...
Email marketing introduction
...Add your campaign source to a new, or existing campaign stage, and make any final amendments to your recipients Run your campaign stage (manual or automated) to send the list...
